LOFLX Mutual Fund

LOFLX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
+3.55%
3 Months
+5.42%
6 Months
+4.84%
YTD
+7.64%
1 Year
+16.78%
3 Years (annualized)
+18.14%
5 Years (annualized)
+11.51%

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
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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)
+7.64%
Peer Avg (YTD)
+11.41%
vs Peers
-3.78%

LOFLX Mutual Fund Performance

LOFLX performance across multiple time periods: 1-month 3.55%, YTD 7.64%, 1-year 16.78%, 3-year 18.14%, 5-year 11.51%.

LOFLX returns trail the peer average of 11.41% 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.