LFEDX Mutual Fund

LFEDX Mutual Fund

NAV$19.46
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Returns Overview

1 Month
+0.93%
3 Months
-0.20%
6 Months
+2.20%
YTD
+6.38%
1 Year
+7.95%
3 Years (annualized)
+14.49%
5 Years (annualized)
+5.77%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFEDX 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)
+6.38%
Peer Avg (YTD)
+6.70%
vs Peers
-0.32%

LFEDX Mutual Fund Performance

LFEDX performance across multiple time periods: 1-month 0.93%, YTD 6.38%, 1-year 7.95%, 3-year 14.49%, 5-year 5.77%, 10-year 9.21%.

LFEDX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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