LIFAX Mutual Fund

LIFAX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
+0.17%
3 Months
-0.64%
6 Months
+0.06%
YTD
+1.55%
1 Year
+3.47%
3 Years (annualized)
+4.20%
5 Years (annualized)
+2.42%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFAX 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

Benchmark
Bloomberg Barclays US 1-5 Year Treasury Inflation Protected Securities Index(^BBU5YTIPS)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+0.12%
vs Peers
+1.43%

LIFAX Mutual Fund Performance

LIFAX performance across multiple time periods: 1-month 0.17%, YTD 1.55%, 1-year 3.47%, 3-year 4.20%, 5-year 2.42%, 10-year 3.61%.

LIFAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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