LFTKX Mutual Fund

LFTKX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
+0.41%
3 Months
+4.02%
6 Months
+7.71%
YTD
+10.66%
1 Year
+18.23%
3 Years (annualized)
+14.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFTKX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+6.99%
vs Peers
+3.66%

LFTKX Mutual Fund Performance

LFTKX performance across multiple time periods: 1-month 0.41%, YTD 10.66%, 1-year 18.23%, 3-year 14.18%.

LFTKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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