LOWCX Mutual Fund

LOWCX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
-2.32%
3 Months
-1.76%
6 Months
+7.13%
YTD
+5.57%
1 Year
+7.50%
3 Years (annualized)
+10.62%
5 Years (annualized)
+4.43%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOWCX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+6.10%
vs Peers
-0.53%

LOWCX Mutual Fund Performance

LOWCX performance across multiple time periods: 1-month -2.32%, YTD 5.57%, 1-year 7.50%, 3-year 10.62%, 5-year 4.43%, 10-year 6.62%.

LOWCX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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