LFERX Mutual Fund

LFERX Mutual Fund

NAV$19.64
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Returns Overview

1 Month
-0.21%
3 Months
+2.17%
6 Months
+4.10%
YTD
+5.87%
1 Year
+11.15%
3 Years (annualized)
+10.37%
5 Years (annualized)
+5.25%
10 Years (annualized)
+8.30%

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)
+5.87%
Peer Avg (YTD)
+6.99%
vs Peers
-1.13%

LFERX Mutual Fund Performance

LFERX performance across multiple time periods: 1-month -0.21%, YTD 5.87%, 1-year 11.15%, 3-year 10.37%, 5-year 5.25%, 10-year 8.30%.

LFERX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.52%, 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.