LIMIX Mutual Fund

LIMIX Mutual Fund

NAV$8.59
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Returns Overview

1 Month
-1.41%
3 Months
-2.33%
6 Months
+16.88%
YTD
+11.73%
1 Year
+9.36%
3 Years (annualized)
+16.08%
5 Years (annualized)
+3.28%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIMIX 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)
+11.73%
Peer Avg (YTD)
+8.67%
vs Peers
+3.07%

LIMIX Mutual Fund Performance

LIMIX performance across multiple time periods: 1-month -1.41%, YTD 11.73%, 1-year 9.36%, 3-year 16.08%, 5-year 3.28%, 10-year 11.43%.

LIMIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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