LFETX Mutual Fund

LFETX Mutual Fund

NAV$19.86
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Returns Overview

1 Month
-0.15%
3 Months
+2.36%
6 Months
+4.55%
YTD
+6.43%
1 Year
+12.10%
3 Years (annualized)
+11.24%
5 Years (annualized)
+6.05%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFETX 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)
+6.43%
Peer Avg (YTD)
+6.99%
vs Peers
-0.56%

LFETX Mutual Fund Performance

LFETX performance across multiple time periods: 1-month -0.15%, YTD 6.43%, 1-year 12.10%, 3-year 11.24%, 5-year 6.05%, 10-year 9.02%.

LFETX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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