LITAX Mutual Fund

LITAX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-3.01%
3 Months
-4.06%
6 Months
-1.47%
YTD
-0.75%
1 Year
-1.07%
3 Years (annualized)
+3.38%
5 Years (annualized)
+0.68%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LITAX 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
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
-3.82%
vs Peers
+3.07%

LITAX Mutual Fund Performance

LITAX performance across multiple time periods: 1-month -3.01%, YTD -0.75%, 1-year -1.07%, 3-year 3.38%, 5-year 0.68%, 10-year 1.57%.

LITAX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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