LIJAX Mutual Fund

LIJAX Mutual Fund

NAV$22.85
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Returns Overview

1 Month
-2.04%
3 Months
-1.12%
6 Months
+7.22%
YTD
+6.06%
1 Year
+8.74%
3 Years (annualized)
+13.73%
5 Years (annualized)
+6.26%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIJAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+7.10%
vs Peers
-1.04%

LIJAX Mutual Fund Performance

LIJAX performance across multiple time periods: 1-month -2.04%, YTD 6.06%, 1-year 8.74%, 3-year 13.73%, 5-year 6.26%, 10-year 8.84%.

LIJAX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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