LIORX Mutual Fund

NAV$15.49

Returns Overview

1 Month
+2.31%
3 Months
+6.83%
6 Months
+6.61%
YTD
+12.90%
1 Year
+26.82%
3 Years (annualized)
+17.99%
5 Years (annualized)
+10.30%
10 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIORX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+8.71%
vs Peers
+4.19%

LIORX Mutual Fund Performance

LIORX performance across multiple time periods: 1-month 2.31%, YTD 12.90%, 1-year 26.82%, 3-year 17.99%, 5-year 10.30%, 10-year 8.08%.

LIORX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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