LFIUX Mutual Fund

LFIUX Mutual Fund

NAV$24.76
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Returns Overview

1 Month
+1.95%
3 Months
+3.55%
6 Months
+7.64%
YTD
+13.18%
1 Year
+17.94%
3 Years (annualized)
+15.91%
5 Years (annualized)
+8.22%
10 Years (annualized)
+10.97%

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)
+13.18%
Peer Avg (YTD)
+8.76%
vs Peers
+4.42%

LFIUX Mutual Fund Performance

LFIUX performance across multiple time periods: 1-month 1.95%, YTD 13.18%, 1-year 17.94%, 3-year 15.91%, 5-year 8.22%, 10-year 10.97%.

LFIUX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.54%, 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.