LFTMX Mutual Fund

LFTMX Mutual Fund

NAV$12.20
See how much of LFTMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.96%
3 Months
+3.56%
6 Months
+7.67%
YTD
+13.22%
1 Year
+17.94%
3 Years (annualized)
+16.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFTMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+13.22%
Peer Avg (YTD)
+8.76%
vs Peers
+4.47%

LFTMX Mutual Fund Performance

LFTMX performance across multiple time periods: 1-month 1.96%, YTD 13.22%, 1-year 17.94%, 3-year 16.39%.

LFTMX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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