LIFKX Mutual Fund

LIFKX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
+1.14%
3 Months
-0.13%
6 Months
-0.69%
YTD
+0.33%
1 Year
+0.19%
3 Years (annualized)
+3.84%
5 Years (annualized)
+1.35%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFKX 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)
+0.33%
Peer Avg (YTD)
+1.93%
vs Peers
-1.60%

LIFKX Mutual Fund Performance

LIFKX performance across multiple time periods: 1-month 1.14%, YTD 0.33%, 1-year 0.19%, 3-year 3.84%, 5-year 1.35%, 10-year 1.75%.

LIFKX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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