LFITX Mutual Fund

LFITX Mutual Fund

NAV$24.16
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Returns Overview

1 Month
+0.04%
3 Months
-0.49%
6 Months
+3.65%
YTD
+10.32%
1 Year
+12.61%
3 Years (annualized)
+17.53%
5 Years (annualized)
+7.26%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFITX 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)
+10.32%
Peer Avg (YTD)
+6.70%
vs Peers
+3.63%

LFITX Mutual Fund Performance

LFITX performance across multiple time periods: 1-month 0.04%, YTD 10.32%, 1-year 12.61%, 3-year 17.53%, 5-year 7.26%, 10-year 10.59%.

LFITX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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