LIFFX Mutual Fund

LIFFX Mutual Fund

NAV$11.60
See how much of LIFFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.18%
3 Months
-0.62%
6 Months
+0.09%
YTD
+1.52%
1 Year
+3.58%
3 Years (annualized)
+5.10%
5 Years (annualized)
+3.12%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFFX 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
Bloomberg Barclays US 1-5 Year Treasury Inflation Protected Securities Index(^BBU5YTIPS)
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+0.12%
vs Peers
+1.40%

LIFFX Mutual Fund Performance

LIFFX performance across multiple time periods: 1-month 0.18%, YTD 1.52%, 1-year 3.58%, 3-year 5.10%, 5-year 3.12%, 10-year 4.02%.

LIFFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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