LUSIX Mutual Fund

LUSIX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
+1.11%
3 Months
+4.01%
6 Months
+0.18%
YTD
-2.07%
1 Year
-0.03%
3 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-2.07%
Peer Avg (YTD)
+4.49%
vs Peers
-6.55%

LUSIX Mutual Fund Performance

LUSIX performance across multiple time periods: 1-month 1.11%, YTD -2.07%, 1-year -0.03%, 3-year 9.10%.

LUSIX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

LUSIX vs another fund shows side-by-side returns. LUSIX alternatives are available in the Mutual Fund Screener.