LIFLX Mutual Fund

NAV$17.90

Returns Overview

1 Month
+2.61%
3 Months
+6.55%
6 Months
+4.77%
YTD
+3.93%
1 Year
+15.95%
3 Years (annualized)
+18.87%
5 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.93%
Peer Avg (YTD)
+9.49%
vs Peers
-5.56%

LIFLX Mutual Fund Performance

LIFLX performance across multiple time periods: 1-month 2.61%, YTD 3.93%, 1-year 15.95%, 3-year 18.87%, 5-year 10.59%.

LIFLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

LIFLX performance comparison shows side-by-side returns with another fund. LIFLX alternatives are available in the Mutual Fund Screener.