LQFLX Mutual Fund

LQFLX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
+1.49%
3 Months
-2.16%
6 Months
+3.03%
YTD
+4.95%
1 Year
+9.44%
3 Years (annualized)
+20.27%
5 Years (annualized)
+9.73%

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
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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)
+4.95%
Peer Avg (YTD)
+12.44%
vs Peers
-7.48%

LQFLX Mutual Fund Performance

LQFLX performance across multiple time periods: 1-month 1.49%, YTD 4.95%, 1-year 9.44%, 3-year 20.27%, 5-year 9.73%.

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.