LIFQX Mutual Fund

LIFQX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
+0.10%
3 Months
-0.36%
6 Months
+0.18%
YTD
+1.40%
1 Year
+1.55%
3 Years (annualized)
+4.11%
5 Years (annualized)
+1.99%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFQX 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)
+1.40%
Peer Avg (YTD)
+2.15%
vs Peers
-0.75%

LIFQX Mutual Fund Performance

LIFQX performance across multiple time periods: 1-month 0.10%, YTD 1.40%, 1-year 1.55%, 3-year 4.11%, 5-year 1.99%, 10-year 3.14%.

LIFQX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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