LOGOX Mutual Fund

NAV$39.18

Returns Overview

1 Month
+2.73%
3 Months
-0.36%
6 Months
-3.40%
YTD
+1.66%
1 Year
+4.22%
3 Years (annualized)
+6.25%
5 Years (annualized)
+3.94%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGOX 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 Balanced Funds Index(^LBF)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+5.87%
vs Peers
-4.21%

LOGOX Mutual Fund Performance

LOGOX performance across multiple time periods: 1-month 2.73%, YTD 1.66%, 1-year 4.22%, 3-year 6.25%, 5-year 3.94%, 10-year 6.98%.

LOGOX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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