LOMAX ETF

$17.26

Returns Overview

1 Month
+4.92%
3 Months
+10.31%
6 Months
+17.03%
YTD
+9.06%
1 Year
+20.24%
3 Years
+15.46%
5 Years
+12.49%
10 Years
+11.52%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LOMAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Large Cap Value Funds Index(^LLCVFI)
This ETF (YTD)
+9.06%
Peer Avg (YTD)
+5.12%
vs Peers
+3.94%

LOMAX ETF Performance

LOMAX performance across multiple time periods: 1-month 4.92%, YTD 9.06%, 1-year 20.24%, 3-year 15.46%, 5-year 12.49%, 10-year 11.52%.

LOMAX returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this ETF.

LOMAX performance comparison shows side-by-side returns with another fund. LOMAX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.92%N/A
3 Months+10.31%N/A
6 Months+17.03%N/A
1 Year+20.24%N/A
3 Years+15.46%N/A
5 Years+12.49%N/A

All returns shown are total returns, not annualized