LFEAX Mutual Fund

LFEAX Mutual Fund

NAV$19.30
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Returns Overview

1 Month
-0.15%
3 Months
+2.31%
6 Months
+4.57%
YTD
+6.46%
1 Year
+12.10%
3 Years (annualized)
+11.25%
5 Years (annualized)
+6.06%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFEAX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+6.99%
vs Peers
-0.54%

LFEAX Mutual Fund Performance

LFEAX performance across multiple time periods: 1-month -0.15%, YTD 6.46%, 1-year 12.10%, 3-year 11.25%, 5-year 6.06%, 10-year 9.04%.

LFEAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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