LOISX Mutual Fund

LOISX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
-3.54%
3 Months
-5.18%
6 Months
-3.28%
YTD
-4.11%
1 Year
-2.86%
3 Years (annualized)
+3.34%
5 Years (annualized)
+0.23%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOISX 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 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
-4.11%
Peer Avg (YTD)
-3.84%
vs Peers
-0.27%

LOISX Mutual Fund Performance

LOISX performance across multiple time periods: 1-month -3.54%, YTD -4.11%, 1-year -2.86%, 3-year 3.34%, 5-year 0.23%, 10-year 1.97%.

LOISX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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