LFRFX Mutual Fund

LFRFX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
+0.40%
3 Months
+1.30%
6 Months
+1.68%
YTD
+2.78%
1 Year
+5.67%
3 Years (annualized)
+7.61%
5 Years (annualized)
+5.14%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFRFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan Index
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+0.12%
vs Peers
+2.66%

LFRFX Mutual Fund Performance

LFRFX performance across multiple time periods: 1-month 0.40%, YTD 2.78%, 1-year 5.67%, 3-year 7.61%, 5-year 5.14%, 10-year 4.24%.

LFRFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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