LFIKX Mutual Fund

LFIKX Mutual Fund

NAV$25.07
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Returns Overview

1 Month
+0.45%
3 Months
+4.24%
6 Months
+8.05%
YTD
+11.08%
1 Year
+18.97%
3 Years (annualized)
+15.16%
5 Years (annualized)
+8.84%
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)
+11.08%
Peer Avg (YTD)
+6.99%
vs Peers
+4.09%

LFIKX Mutual Fund Performance

LFIKX performance across multiple time periods: 1-month 0.45%, YTD 11.08%, 1-year 18.97%, 3-year 15.16%, 5-year 8.84%, 10-year 11.13%.

LFIKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.43%, 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.