LOGOX Mutual Fund

LOGOX Mutual Fund

NAV$40.57
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Returns Overview

1 Month
-3.83%
3 Months
+3.69%
6 Months
+4.15%
YTD
+2.91%
1 Year
+4.06%
3 Years (annualized)
+11.28%
5 Years (annualized)
+6.70%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGOX 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
Lipper Balanced Funds Index(^LBF)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+4.96%
vs Peers
-2.06%

LOGOX Mutual Fund Performance

LOGOX performance across multiple time periods: 1-month -3.83%, YTD 2.91%, 1-year 4.06%, 3-year 11.28%, 5-year 6.70%, 10-year 8.18%.

LOGOX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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