LQFLX Mutual Fund

LQFLX Mutual Fund

NAV$16.30
See how much of LQFLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.24%
3 Months
+5.85%
6 Months
+4.65%
YTD
+7.01%
1 Year
+12.57%
3 Years (annualized)
+18.54%
5 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LQFLX 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)
+7.01%
Peer Avg (YTD)
+12.44%
vs Peers
-5.43%

LQFLX Mutual Fund Performance

LQFLX performance across multiple time periods: 1-month -0.24%, YTD 7.01%, 1-year 12.57%, 3-year 18.54%, 5-year 10.29%.

LQFLX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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