LFICX Mutual Fund

LFICX Mutual Fund

NAV$23.67
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Returns Overview

3 Months
-0.67%
6 Months
+3.27%
YTD
+9.63%
1 Year
+11.78%
3 Years (annualized)
+16.64%
5 Years (annualized)
+6.46%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFICX 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
PROUpgrade to run
🏦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)
+9.63%
Peer Avg (YTD)
+6.70%
vs Peers
+2.93%

LFICX Mutual Fund Performance

LFICX performance across multiple time periods: YTD 9.63%, 1-year 11.78%, 3-year 16.64%, 5-year 6.46%, 10-year 9.76%.

LFICX returns outperform the peer average of 6.70% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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