LISIX Mutual Fund

LISIX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
-1.91%
3 Months
-5.77%
6 Months
+8.02%
YTD
+4.60%
1 Year
+29.19%
3 Years (annualized)
+25.89%
5 Years (annualized)
+13.68%
10 Years (annualized)
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LISIX 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 Index(MEAFE)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+9.29%
vs Peers
-4.69%

LISIX Mutual Fund Performance

LISIX performance across multiple time periods: 1-month -1.91%, YTD 4.60%, 1-year 29.19%, 3-year 25.89%, 5-year 13.68%, 10-year 13.52%.

LISIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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