LROIX Mutual Fund

LROIX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-0.94%
3 Months
-0.38%
6 Months
+0.94%
YTD
+1.21%
1 Year
+2.39%
3 Years (annualized)
+4.94%
5 Years (annualized)
+1.70%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LROIX 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
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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)
+1.21%
Peer Avg (YTD)
-1.59%
vs Peers
+2.80%

LROIX Mutual Fund Performance

LROIX performance across multiple time periods: 1-month -0.94%, YTD 1.21%, 1-year 2.39%, 3-year 4.94%, 5-year 1.70%, 10-year 2.58%.

LROIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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