LOWCX Mutual Fund

NAV$15.51

Returns Overview

1 Month
+0.55%
3 Months
+9.06%
6 Months
+7.92%
YTD
+7.47%
1 Year
+14.88%
3 Years (annualized)
+10.49%
5 Years (annualized)
+4.85%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOWCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+6.73%
vs Peers
+0.74%

LOWCX Mutual Fund Performance

LOWCX performance across multiple time periods: 1-month 0.55%, YTD 7.47%, 1-year 14.88%, 3-year 10.49%, 5-year 4.85%, 10-year 6.83%.

LOWCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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