LIVAX Mutual Fund

LIVAX Mutual Fund

NAV$32.30
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Returns Overview

1 Month
-1.66%
3 Months
+0.25%
6 Months
+13.85%
YTD
+11.43%
1 Year
+15.59%
3 Years (annualized)
+19.55%
5 Years (annualized)
+10.07%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIVAX 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)
+11.43%
Peer Avg (YTD)
+7.10%
vs Peers
+4.33%

LIVAX Mutual Fund Performance

LIVAX performance across multiple time periods: 1-month -1.66%, YTD 11.43%, 1-year 15.59%, 3-year 19.55%, 5-year 10.07%, 10-year 11.82%.

LIVAX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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