LIRRX Mutual Fund

LIRRX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
-2.59%
3 Months
+1.72%
6 Months
+13.13%
YTD
+12.60%
1 Year
+22.45%
3 Years (annualized)
+21.77%
5 Years (annualized)
+11.68%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIRRX 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 EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+9.89%
vs Peers
+2.71%

LIRRX Mutual Fund Performance

LIRRX performance across multiple time periods: 1-month -2.59%, YTD 12.60%, 1-year 22.45%, 3-year 21.77%, 5-year 11.68%, 10-year 8.88%.

LIRRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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