LFEAX Mutual Fund

LFEAX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
+0.94%
3 Months
-0.26%
6 Months
+2.05%
YTD
+6.18%
1 Year
+7.67%
3 Years (annualized)
+14.20%
5 Years (annualized)
+5.51%
10 Years (annualized)
+8.96%

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)
+6.18%
Peer Avg (YTD)
+6.70%
vs Peers
-0.52%

LFEAX Mutual Fund Performance

LFEAX performance across multiple time periods: 1-month 0.94%, YTD 6.18%, 1-year 7.67%, 3-year 14.20%, 5-year 5.51%, 10-year 8.96%.

LFEAX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.75%, 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.