LIFCX Mutual Fund

LIFCX Mutual Fund

NAV$11.51
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Returns Overview

1 Month
+0.08%
3 Months
-0.40%
6 Months
+0.10%
YTD
+1.36%
1 Year
+1.44%
3 Years (annualized)
+3.96%
5 Years (annualized)
+1.84%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFCX 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)
+1.36%
Peer Avg (YTD)
+2.15%
vs Peers
-0.79%

LIFCX Mutual Fund Performance

LIFCX performance across multiple time periods: 1-month 0.08%, YTD 1.36%, 1-year 1.44%, 3-year 3.96%, 5-year 1.84%, 10-year 2.94%.

LIFCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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