LFITX Mutual Fund

LFITX Mutual Fund

NAV$24.84
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Returns Overview

1 Month
+0.46%
3 Months
+4.16%
6 Months
+7.87%
YTD
+10.87%
1 Year
+18.51%
3 Years (annualized)
+13.98%
5 Years (annualized)
+7.99%
10 Years (annualized)
+10.47%

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)
+10.87%
Peer Avg (YTD)
+6.99%
vs Peers
+3.88%

LFITX Mutual Fund Performance

LFITX performance across multiple time periods: 1-month 0.46%, YTD 10.87%, 1-year 18.51%, 3-year 13.98%, 5-year 7.99%, 10-year 10.47%.

LFITX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.82%, 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.