LFRAX Mutual Fund

LFRAX Mutual Fund

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Returns Overview

1 Month
+1.16%
3 Months
+2.07%
6 Months
+4.25%
YTD
+3.91%
1 Year
+6.30%
3 Years (annualized)
+6.27%
5 Years (annualized)
+5.18%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFRAX 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
Morningstar LSTA US Leveraged Loan Index
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+2.15%
vs Peers
+1.76%

LFRAX Mutual Fund Performance

LFRAX performance across multiple time periods: 1-month 1.16%, YTD 3.91%, 1-year 6.30%, 3-year 6.27%, 5-year 5.18%, 10-year 4.17%.

LFRAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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