LFLTX Mutual Fund

NAV$17.20

Returns Overview

1 Month
+2.58%
3 Months
+6.47%
6 Months
+4.76%
YTD
+3.89%
1 Year
+15.90%
3 Years (annualized)
+18.82%
5 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFLTX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+9.49%
vs Peers
-5.60%

LFLTX Mutual Fund Performance

LFLTX performance across multiple time periods: 1-month 2.58%, YTD 3.89%, 1-year 15.90%, 3-year 18.82%, 5-year 10.59%.

LFLTX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

LFLTX performance comparison shows side-by-side returns with another fund. LFLTX alternatives are available in the Mutual Fund Screener.