LIFLX Mutual Fund

LIFLX Mutual Fund

NAV$17.02
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Returns Overview

1 Month
-0.23%
3 Months
+6.00%
6 Months
+4.92%
YTD
+7.37%
1 Year
+13.09%
3 Years (annualized)
+19.12%
5 Years (annualized)
+10.83%

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
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🏦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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+12.44%
vs Peers
-5.07%

LIFLX Mutual Fund Performance

LIFLX performance across multiple time periods: 1-month -0.23%, YTD 7.37%, 1-year 13.09%, 3-year 19.12%, 5-year 10.83%.

LIFLX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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