LLMRX Mutual Fund

LLMRX Mutual Fund

NAV$17.13
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Returns Overview

1 Month
-1.15%
6 Months
+3.28%
YTD
+7.36%
1 Year
+8.36%
3 Years (annualized)
+16.65%
5 Years (annualized)
+7.17%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLMRX 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
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🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+6.20%
vs Peers
+1.16%

LLMRX Mutual Fund Performance

LLMRX performance across multiple time periods: 1-month -1.15%, YTD 7.36%, 1-year 8.36%, 3-year 16.65%, 5-year 7.17%, 10-year 8.57%.

LLMRX returns outperform the peer average of 6.20% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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