LFIKX Mutual Fund

LFIKX Mutual Fund

NAV$24.48
See how much of LFIKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.08%
3 Months
-0.37%
6 Months
+3.86%
YTD
+10.67%
1 Year
+13.05%
3 Years (annualized)
+18.74%
5 Years (annualized)
+8.09%
10 Years (annualized)
+11.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+10.67%
Peer Avg (YTD)
+6.70%
vs Peers
+3.97%

LFIKX Mutual Fund Performance

LFIKX performance across multiple time periods: 1-month 0.08%, YTD 10.67%, 1-year 13.05%, 3-year 18.74%, 5-year 8.09%, 10-year 11.24%.

LFIKX returns outperform the peer average of 6.70% 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.