LFTEX Mutual Fund

NAV$10.66

Returns Overview

1 Month
-2.38%
3 Months
-2.40%
6 Months
+10.74%
YTD
+10.45%
1 Year
+21.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFTEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+3.23%
vs Peers
+7.22%

LFTEX Mutual Fund Performance

LFTEX performance across multiple time periods: 1-month -2.38%, YTD 10.45%, 1-year 21.78%.

LFTEX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

LFTEX performance comparison shows side-by-side returns with another fund. LFTEX alternatives are available in the Mutual Fund Screener.