LFROX Mutual Fund

LFROX Mutual Fund

NAV$8.00
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Returns Overview

1 Month
+1.18%
3 Months
+2.27%
6 Months
+4.50%
YTD
+4.24%
1 Year
+6.60%
3 Years (annualized)
+6.56%
5 Years (annualized)
+5.46%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFROX 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)
+4.24%
Peer Avg (YTD)
+2.15%
vs Peers
+2.09%

LFROX Mutual Fund Performance

LFROX performance across multiple time periods: 1-month 1.18%, YTD 4.24%, 1-year 6.60%, 3-year 6.56%, 5-year 5.46%, 10-year 4.85%.

LFROX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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