LIMIX Mutual Fund

NAV$8.36

Returns Overview

1 Month
+4.60%
3 Months
+6.23%
6 Months
+8.66%
YTD
+9.20%
1 Year
+19.86%
3 Years
+18.10%
5 Years
+9.64%
10 Years
+21.35%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LIMIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+8.82%
vs Peers
+0.38%

LIMIX Mutual Fund Performance

LIMIX performance across multiple time periods: 1-month 4.60%, YTD 9.20%, 1-year 19.86%, 3-year 18.10%, 5-year 9.64%, 10-year 21.35%.

LIMIX returns outperform the peer average of 8.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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