LFIBX Mutual Fund

LFIBX Mutual Fund

NAV$24.83
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Returns Overview

1 Month
+0.45%
3 Months
+4.15%
6 Months
+7.74%
YTD
+10.68%
1 Year
+17.95%
3 Years (annualized)
+13.23%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFIBX 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)
+10.68%
Peer Avg (YTD)
+6.99%
vs Peers
+3.68%

LFIBX Mutual Fund Performance

LFIBX performance across multiple time periods: 1-month 0.45%, YTD 10.68%, 1-year 17.95%, 3-year 13.23%, 5-year 7.24%, 10-year 9.67%.

LFIBX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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