LOTIX Mutual Fund

NAV$13.76

Returns Overview

1 Month
+1.62%
3 Months
+2.30%
6 Months
+17.61%
YTD
+23.41%
1 Year
+36.63%
3 Years (annualized)
+6.07%
5 Years (annualized)
+8.25%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOTIX 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
Barclays CTA Index
This Mutual Fund (YTD)
+23.41%
Peer Avg (YTD)
+3.47%
vs Peers
+19.93%

LOTIX Mutual Fund Performance

LOTIX performance across multiple time periods: 1-month 1.62%, YTD 23.41%, 1-year 36.63%, 3-year 6.07%, 5-year 8.25%, 10-year 4.43%.

LOTIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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