LIMIX Mutual Fund

NAV$8.16

Returns Overview

1 Month
-2.51%
3 Months
+4.35%
6 Months
+7.09%
YTD
+8.80%
1 Year
+16.87%
3 Years (annualized)
+16.53%
5 Years (annualized)
+10.26%
10 Years (annualized)
+22.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIMIX 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)
+8.80%
Peer Avg (YTD)
+8.97%
vs Peers
-0.17%

LIMIX Mutual Fund Performance

LIMIX performance across multiple time periods: 1-month -2.51%, YTD 8.80%, 1-year 16.87%, 3-year 16.53%, 5-year 10.26%, 10-year 22.25%.

LIMIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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