LFIUX Mutual Fund

LFIUX Mutual Fund

NAV$24.66
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Returns Overview

1 Month
+0.49%
3 Months
+4.24%
6 Months
+7.99%
YTD
+11.01%
1 Year
+18.82%
3 Years (annualized)
+15.00%
5 Years (annualized)
+8.69%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFIUX 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)
+11.01%
Peer Avg (YTD)
+6.99%
vs Peers
+4.02%

LFIUX Mutual Fund Performance

LFIUX performance across multiple time periods: 1-month 0.49%, YTD 11.01%, 1-year 18.82%, 3-year 15.00%, 5-year 8.69%, 10-year 10.98%.

LFIUX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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