LFLIX Mutual Fund

LFLIX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-0.21%
3 Months
+1.21%
6 Months
+1.44%
YTD
+2.63%
1 Year
+7.08%
3 Years (annualized)
+6.07%
5 Years (annualized)
+2.20%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFLIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+0.12%
vs Peers
+2.51%

LFLIX Mutual Fund Performance

LFLIX performance across multiple time periods: 1-month -0.21%, YTD 2.63%, 1-year 7.08%, 3-year 6.07%, 5-year 2.20%, 10-year 5.38%.

LFLIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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