LIORX Mutual Fund

LIORX Mutual Fund

NAV$14.90
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Returns Overview

1 Month
-3.33%
3 Months
-1.57%
6 Months
+11.45%
YTD
+9.99%
1 Year
+18.15%
3 Years (annualized)
+18.80%
5 Years (annualized)
+10.81%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIORX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+9.89%
vs Peers
+0.09%

LIORX Mutual Fund Performance

LIORX performance across multiple time periods: 1-month -3.33%, YTD 9.99%, 1-year 18.15%, 3-year 18.80%, 5-year 10.81%, 10-year 7.63%.

LIORX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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