LFRRX Mutual Fund

LFRRX Mutual Fund

NAV$8.00
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Returns Overview

1 Month
+1.12%
3 Months
+2.09%
6 Months
+4.07%
YTD
+3.64%
1 Year
+5.88%
3 Years (annualized)
+5.92%
5 Years (annualized)
+4.81%
10 Years (annualized)
+3.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFRRX 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)
+3.64%
Peer Avg (YTD)
+2.15%
vs Peers
+1.49%

LFRRX Mutual Fund Performance

LFRRX performance across multiple time periods: 1-month 1.12%, YTD 3.64%, 1-year 5.88%, 3-year 5.92%, 5-year 4.81%, 10-year 3.78%.

LFRRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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