LOGWX Mutual Fund

LOGWX Mutual Fund

NAV$36.40
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Returns Overview

1 Month
-6.37%
3 Months
-9.94%
6 Months
-8.53%
YTD
+7.12%
1 Year
+4.13%
3 Years (annualized)
+22.39%
5 Years (annualized)
-0.78%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGWX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+14.00%
vs Peers
-6.88%

LOGWX Mutual Fund Performance

LOGWX performance across multiple time periods: 1-month -6.37%, YTD 7.12%, 1-year 4.13%, 3-year 22.39%, 5-year -0.78%, 10-year 12.76%.

LOGWX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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