LFEUX Mutual Fund

LFEUX Mutual Fund

NAV$19.65
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Returns Overview

1 Month
+0.92%
3 Months
-0.20%
6 Months
+2.18%
YTD
+6.37%
1 Year
+7.92%
3 Years (annualized)
+14.47%
5 Years (annualized)
+5.78%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFEUX 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)
+6.37%
Peer Avg (YTD)
+6.70%
vs Peers
-0.33%

LFEUX Mutual Fund Performance

LFEUX performance across multiple time periods: 1-month 0.92%, YTD 6.37%, 1-year 7.92%, 3-year 14.47%, 5-year 5.78%, 10-year 9.40%.

LFEUX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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