LFRIX Mutual Fund

LFRIX Mutual Fund

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Returns Overview

1 Month
+1.17%
3 Months
+2.25%
6 Months
+4.47%
YTD
+4.05%
1 Year
+6.52%
3 Years (annualized)
+6.49%
5 Years (annualized)
+5.26%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFRIX 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)
+4.05%
Peer Avg (YTD)
+2.15%
vs Peers
+1.90%

LFRIX Mutual Fund Performance

LFRIX performance across multiple time periods: 1-month 1.17%, YTD 4.05%, 1-year 6.52%, 3-year 6.49%, 5-year 5.26%, 10-year 4.31%.

LFRIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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