LIFIX Mutual Fund

LIFIX Mutual Fund

NAV$11.47
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Returns Overview

1 Month
+0.15%
3 Months
-0.20%
6 Months
+0.44%
YTD
+1.90%
1 Year
+2.26%
3 Years (annualized)
+4.66%
5 Years (annualized)
+2.57%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFIX 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)
+1.90%
Peer Avg (YTD)
+2.15%
vs Peers
-0.25%

LIFIX Mutual Fund Performance

LIFIX performance across multiple time periods: 1-month 0.15%, YTD 1.90%, 1-year 2.26%, 3-year 4.66%, 5-year 2.57%, 10-year 3.76%.

LIFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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