LIJIX Mutual Fund

LIJIX Mutual Fund

NAV$22.94
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Returns Overview

1 Month
-2.03%
3 Months
-0.93%
6 Months
+7.50%
YTD
+6.39%
1 Year
+9.14%
3 Years (annualized)
+14.06%
5 Years (annualized)
+6.58%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIJIX 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)
+6.39%
Peer Avg (YTD)
+7.10%
vs Peers
-0.71%

LIJIX Mutual Fund Performance

LIJIX performance across multiple time periods: 1-month -2.03%, YTD 6.39%, 1-year 9.14%, 3-year 14.06%, 5-year 6.58%, 10-year 9.16%.

LIJIX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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