LFRIX Mutual Fund

LFRIX Mutual Fund

NAV$8.04
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Returns Overview

1 Month
+0.41%
3 Months
+1.19%
6 Months
+1.71%
YTD
+2.84%
1 Year
+5.78%
3 Years (annualized)
+7.67%
5 Years (annualized)
+6.12%
10 Years (annualized)
+4.78%

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)
+2.84%
Peer Avg (YTD)
+0.12%
vs Peers
+2.72%

LFRIX Mutual Fund Performance

LFRIX performance across multiple time periods: 1-month 0.41%, YTD 2.84%, 1-year 5.78%, 3-year 7.67%, 5-year 6.12%, 10-year 4.78%.

LFRIX returns outperform the peer average of 0.12% 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.