LROAX Mutual Fund

NAV$10.98

Returns Overview

1 Month
+0.20%
3 Months
+1.25%
6 Months
+1.45%
YTD
+1.45%
1 Year
+2.92%
3 Years (annualized)
+3.45%
5 Years (annualized)
+1.10%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LROAX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+0.99%
vs Peers
+0.46%

LROAX Mutual Fund Performance

LROAX performance across multiple time periods: 1-month 0.20%, YTD 1.45%, 1-year 2.92%, 3-year 3.45%, 5-year 1.10%, 10-year 2.26%.

LROAX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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