LFEIX Mutual Fund

LFEIX Mutual Fund

NAV$22.57
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Returns Overview

1 Month
+2.96%
3 Months
+3.12%
6 Months
+7.09%
YTD
+11.25%
1 Year
+17.59%
3 Years (annualized)
+13.65%
5 Years (annualized)
+8.48%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFEIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.25%
Peer Avg (YTD)
+11.41%
vs Peers
-0.17%

LFEIX Mutual Fund Performance

LFEIX performance across multiple time periods: 1-month 2.96%, YTD 11.25%, 1-year 17.59%, 3-year 13.65%, 5-year 8.48%, 10-year 9.14%.

LFEIX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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