LOGSX Mutual Fund

LOGSX Mutual Fund

NAV$25.88
See how much of LOGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.28%
3 Months
+3.42%
6 Months
+8.98%
YTD
+8.79%
1 Year
+22.36%
3 Years (annualized)
+12.20%
5 Years (annualized)
+7.32%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGSX 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
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+8.76%
vs Peers
+0.03%

LOGSX Mutual Fund Performance

LOGSX performance across multiple time periods: 1-month -2.28%, YTD 8.79%, 1-year 22.36%, 3-year 12.20%, 5-year 7.32%, 10-year 8.05%.

LOGSX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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