LFEBX Mutual Fund

LFEBX Mutual Fund

NAV$19.49
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Returns Overview

1 Month
+0.83%
3 Months
-0.46%
6 Months
+1.66%
YTD
+5.50%
1 Year
+6.83%
3 Years (annualized)
+13.34%
5 Years (annualized)
+4.73%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFEBX 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)
+5.50%
Peer Avg (YTD)
+6.70%
vs Peers
-1.19%

LFEBX Mutual Fund Performance

LFEBX performance across multiple time periods: 1-month 0.83%, YTD 5.50%, 1-year 6.83%, 3-year 13.34%, 5-year 4.73%, 10-year 8.14%.

LFEBX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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