LFTEX Mutual Fund

LFTEX Mutual Fund

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Returns Overview

1 Month
+3.67%
3 Months
+2.01%
6 Months
+4.90%
YTD
+15.40%
1 Year
+24.49%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+15.40%
Peer Avg (YTD)
+2.15%
vs Peers
+13.25%

LFTEX Mutual Fund Performance

LFTEX performance across multiple time periods: 1-month 3.67%, YTD 15.40%, 1-year 24.49%.

LFTEX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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