LFETX Mutual Fund

LFETX Mutual Fund

NAV$19.41
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Returns Overview

1 Month
+0.88%
3 Months
-0.31%
6 Months
+2.05%
YTD
+6.11%
1 Year
+7.57%
3 Years (annualized)
+14.17%
5 Years (annualized)
+5.50%
10 Years (annualized)
+9.13%

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)
+6.11%
Peer Avg (YTD)
+6.70%
vs Peers
-0.59%

LFETX Mutual Fund Performance

LFETX performance across multiple time periods: 1-month 0.88%, YTD 6.11%, 1-year 7.57%, 3-year 14.17%, 5-year 5.50%, 10-year 9.13%.

LFETX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.75%, 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.