LOTIX Mutual Fund

LOTIX Mutual Fund

NAV$14.35
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Returns Overview

1 Month
+2.48%
3 Months
+6.64%
6 Months
+15.04%
YTD
+29.69%
1 Year
+35.09%
3 Years (annualized)
+7.40%
5 Years (annualized)
+9.33%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOTIX 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
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📉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
Barclays CTA Index
This Mutual Fund (YTD)
+29.69%
Peer Avg (YTD)
+5.40%
vs Peers
+24.29%

LOTIX Mutual Fund Performance

LOTIX performance across multiple time periods: 1-month 2.48%, YTD 29.69%, 1-year 35.09%, 3-year 7.40%, 5-year 9.33%, 10-year 5.23%.

LOTIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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