LFIKX Mutual Fund

LFIKX Mutual Fund

NAV$24.45
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Returns Overview

1 Month
+2.00%
3 Months
+3.60%
6 Months
+7.74%
YTD
+13.30%
1 Year
+18.13%
3 Years (annualized)
+16.08%
5 Years (annualized)
+8.38%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFIKX 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)
+13.30%
Peer Avg (YTD)
+8.76%
vs Peers
+4.54%

LFIKX Mutual Fund Performance

LFIKX performance across multiple time periods: 1-month 2.00%, YTD 13.30%, 1-year 18.13%, 3-year 16.08%, 5-year 8.38%, 10-year 11.13%.

LFIKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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