LFMAX Mutual Fund

LFMAX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
+0.85%
3 Months
-1.20%
6 Months
+2.48%
YTD
+8.26%
1 Year
+12.05%
3 Years (annualized)
+4.50%
5 Years (annualized)
+4.44%
10 Years (annualized)
+3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFMAX 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
Barclay CTA Index
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+4.75%
vs Peers
+3.51%

LFMAX Mutual Fund Performance

LFMAX performance across multiple time periods: 1-month 0.85%, YTD 8.26%, 1-year 12.05%, 3-year 4.50%, 5-year 4.44%, 10-year 3.51%.

LFMAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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