LIMAX Mutual Fund

NAV$6.52

Returns Overview

3 Months
-3.86%
6 Months
-2.23%
YTD
-0.76%
1 Year
+3.03%
3 Years
+12.21%
5 Years
+10.75%
10 Years
+21.19%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LIMAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+0.87%
vs Peers
-1.62%

LIMAX Mutual Fund Performance

LIMAX performance across multiple time periods: YTD -0.76%, 1-year 3.03%, 3-year 12.21%, 5-year 10.75%, 10-year 21.19%.

LIMAX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

LIMAX performance comparison shows side-by-side returns with another fund. LIMAX alternatives are available in the Mutual Fund Screener.