LKFIX Mutual Fund

LKFIX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
+0.29%
3 Months
-0.36%
6 Months
-1.10%
YTD
+0.02%
1 Year
+1.70%
3 Years (annualized)
+4.30%
5 Years (annualized)
+1.51%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKFIX 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
BLOOMBERG US INTERMEDIATE GOVERNMENT/CREDIT BOND INDEX
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+2.15%
vs Peers
-2.14%

LKFIX Mutual Fund Performance

LKFIX performance across multiple time periods: 1-month 0.29%, YTD 0.02%, 1-year 1.70%, 3-year 4.30%, 5-year 1.51%, 10-year 1.88%.

LKFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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