LOFLX Mutual Fund

LOFLX Mutual Fund

NAV$16.47
See how much of LOFLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.26%
3 Months
-0.06%
6 Months
+6.46%
YTD
+3.88%
1 Year
+7.19%
3 Years (annualized)
+19.15%
5 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOFLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+10.00%
vs Peers
-6.11%

LOFLX Mutual Fund Performance

LOFLX performance across multiple time periods: 1-month -3.26%, YTD 3.88%, 1-year 7.19%, 3-year 19.15%, 5-year 10.86%.

LOFLX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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