LFERX Mutual Fund

LFERX Mutual Fund

NAV$19.18
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Returns Overview

1 Month
+0.84%
3 Months
-0.47%
6 Months
+1.69%
YTD
+5.37%
1 Year
+6.72%
3 Years (annualized)
+13.29%
5 Years (annualized)
+4.70%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFERX 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)
+5.37%
Peer Avg (YTD)
+6.70%
vs Peers
-1.33%

LFERX Mutual Fund Performance

LFERX performance across multiple time periods: 1-month 0.84%, YTD 5.37%, 1-year 6.72%, 3-year 13.29%, 5-year 4.70%, 10-year 8.42%.

LFERX 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.

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