LFISX Mutual Fund

LFISX Mutual Fund

NAV$24.76
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Returns Overview

1 Month
+0.41%
3 Months
+4.07%
6 Months
+7.72%
YTD
+10.72%
1 Year
+18.22%
3 Years (annualized)
+14.43%
5 Years (annualized)
+8.14%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFISX 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)
+10.72%
Peer Avg (YTD)
+6.99%
vs Peers
+3.73%

LFISX Mutual Fund Performance

LFISX performance across multiple time periods: 1-month 0.41%, YTD 10.72%, 1-year 18.22%, 3-year 14.43%, 5-year 8.14%, 10-year 10.42%.

LFISX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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