LFEKX Mutual Fund

LFEKX Mutual Fund

NAV$20.05
See how much of LFEKX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.15%
3 Months
+2.44%
6 Months
+4.79%
YTD
+6.66%
1 Year
+12.56%
3 Years (annualized)
+11.68%
5 Years (annualized)
+6.48%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFEKX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.66%
Peer Avg (YTD)
+6.99%
vs Peers
-0.33%

LFEKX Mutual Fund Performance

LFEKX performance across multiple time periods: 1-month -0.15%, YTD 6.66%, 1-year 12.56%, 3-year 11.68%, 5-year 6.48%, 10-year 9.46%.

LFEKX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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