LIXRX Mutual Fund

LIXRX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
-2.02%
3 Months
-2.63%
6 Months
+2.47%
YTD
+1.28%
1 Year
+3.18%
3 Years (annualized)
+9.54%
5 Years (annualized)
+2.46%
10 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIXRX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+6.10%
vs Peers
-4.82%

LIXRX Mutual Fund Performance

LIXRX performance across multiple time periods: 1-month -2.02%, YTD 1.28%, 1-year 3.18%, 3-year 9.54%, 5-year 2.46%, 10-year 4.89%.

LIXRX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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