LIVPX Mutual Fund

LIVPX Mutual Fund

NAV$32.21
See how much of LIVPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
+0.25%
6 Months
+13.85%
YTD
+11.42%
1 Year
+15.57%
3 Years (annualized)
+19.55%
5 Years (annualized)
+10.07%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIVPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.42%
Peer Avg (YTD)
+7.09%
vs Peers
+4.34%

LIVPX Mutual Fund Performance

LIVPX performance across multiple time periods: 1-month -1.67%, YTD 11.42%, 1-year 15.57%, 3-year 19.55%, 5-year 10.07%, 10-year 11.53%.

LIVPX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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