LROAX Mutual Fund

LROAX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
-0.97%
3 Months
-0.45%
6 Months
+0.79%
YTD
+0.99%
1 Year
+2.10%
3 Years (annualized)
+4.67%
5 Years (annualized)
+1.44%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LROAX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
-1.59%
vs Peers
+2.58%

LROAX Mutual Fund Performance

LROAX performance across multiple time periods: 1-month -0.97%, YTD 0.99%, 1-year 2.10%, 3-year 4.67%, 5-year 1.44%, 10-year 2.28%.

LROAX returns outperform the peer average of -1.59% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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