LIMAX Mutual Fund

LIMAX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
-1.60%
3 Months
-2.51%
6 Months
+16.59%
YTD
+11.48%
1 Year
+8.97%
3 Years (annualized)
+15.79%
5 Years (annualized)
+3.03%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIMAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+8.68%
vs Peers
+2.80%

LIMAX Mutual Fund Performance

LIMAX performance across multiple time periods: 1-month -1.60%, YTD 11.48%, 1-year 8.97%, 3-year 15.79%, 5-year 3.03%, 10-year 11.16%.

LIMAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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