LFIRX Mutual Fund

LFIRX Mutual Fund

NAV$23.80
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Returns Overview

1 Month
+0.38%
3 Months
+3.97%
6 Months
+7.58%
YTD
+10.52%
1 Year
+17.78%
3 Years (annualized)
+13.90%
5 Years (annualized)
+7.63%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFIRX 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)
+10.52%
Peer Avg (YTD)
+6.99%
vs Peers
+3.53%

LFIRX Mutual Fund Performance

LFIRX performance across multiple time periods: 1-month 0.38%, YTD 10.52%, 1-year 17.78%, 3-year 13.90%, 5-year 7.63%, 10-year 9.87%.

LFIRX 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.

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