LQFLX Mutual Fund

LQFLX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
+3.47%
3 Months
+5.30%
6 Months
+4.51%
YTD
+7.27%
1 Year
+16.13%
3 Years (annualized)
+17.49%
5 Years (annualized)
+10.94%

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)
+7.27%
Peer Avg (YTD)
+11.41%
vs Peers
-4.15%

LQFLX Mutual Fund Performance

LQFLX performance across multiple time periods: 1-month 3.47%, YTD 7.27%, 1-year 16.13%, 3-year 17.49%, 5-year 10.94%.

LQFLX returns trail the peer average of 11.41% 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.