LFLCX Mutual Fund

LFLCX Mutual Fund

NAV$8.92
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Returns Overview

3 Months
-0.01%
6 Months
+0.83%
YTD
+2.02%
1 Year
+4.68%
3 Years (annualized)
+5.54%
5 Years (annualized)
+1.14%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFLCX 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
PROUpgrade to run
🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+2.15%
vs Peers
-0.14%

LFLCX Mutual Fund Performance

LFLCX performance across multiple time periods: YTD 2.02%, 1-year 4.68%, 3-year 5.54%, 5-year 1.14%, 10-year 3.38%.

LFLCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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