LFEUX Mutual Fund

LFEUX Mutual Fund

NAV$20.03
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Returns Overview

1 Month
-0.15%
3 Months
+2.38%
6 Months
+4.72%
YTD
+6.58%
1 Year
+12.37%
3 Years (annualized)
+11.52%
5 Years (annualized)
+6.32%
10 Years (annualized)
+9.29%

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)
+6.58%
Peer Avg (YTD)
+6.99%
vs Peers
-0.41%

LFEUX Mutual Fund Performance

LFEUX performance across multiple time periods: 1-month -0.15%, YTD 6.58%, 1-year 12.37%, 3-year 11.52%, 5-year 6.32%, 10-year 9.29%.

LFEUX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.52%, 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.