LIRIX Mutual Fund

LIRIX Mutual Fund

NAV$15.39
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Returns Overview

1 Month
-1.99%
3 Months
-1.39%
6 Months
+3.69%
YTD
+3.69%
1 Year
+5.74%
3 Years (annualized)
+10.21%
5 Years (annualized)
+3.90%
10 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIRIX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+7.10%
vs Peers
-3.41%

LIRIX Mutual Fund Performance

LIRIX performance across multiple time periods: 1-month -1.99%, YTD 3.69%, 1-year 5.74%, 3-year 10.21%, 5-year 3.90%, 10-year 5.89%.

LIRIX 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.

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