LOIEX Mutual Fund

LOIEX Mutual Fund

NAV$25.04
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Returns Overview

1 Month
-3.29%
3 Months
-5.03%
6 Months
+8.87%
YTD
+10.25%
1 Year
+9.96%
3 Years (annualized)
+14.33%
5 Years (annualized)
+4.77%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOIEX 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 Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+7.86%
vs Peers
+2.38%

LOIEX Mutual Fund Performance

LOIEX performance across multiple time periods: 1-month -3.29%, YTD 10.25%, 1-year 9.96%, 3-year 14.33%, 5-year 4.77%, 10-year 7.19%.

LOIEX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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