LFRFX Mutual Fund

LFRFX Mutual Fund

NAV$7.99
See how much of LFRFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.17%
3 Months
+2.22%
6 Months
+4.42%
YTD
+3.98%
1 Year
+6.41%
3 Years (annualized)
+6.40%
5 Years (annualized)
+5.30%
10 Years (annualized)
+4.28%

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)
+3.98%
Peer Avg (YTD)
+2.15%
vs Peers
+1.83%

LFRFX Mutual Fund Performance

LFRFX performance across multiple time periods: 1-month 1.17%, YTD 3.98%, 1-year 6.41%, 3-year 6.40%, 5-year 5.30%, 10-year 4.28%.

LFRFX returns outperform the peer average of 2.15% 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.