LFEAX Mutual Fund

NAV$19.47

Returns Overview

1 Month
-0.10%
3 Months
+2.37%
6 Months
+4.62%
YTD
+6.51%
1 Year
+12.58%
3 Years (annualized)
+12.17%
5 Years (annualized)
+6.41%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFEAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+7.64%
vs Peers
-1.13%

LFEAX Mutual Fund Performance

LFEAX performance across multiple time periods: 1-month -0.10%, YTD 6.51%, 1-year 12.58%, 3-year 12.17%, 5-year 6.41%, 10-year 9.22%.

LFEAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

LFEAX performance comparison shows side-by-side returns with another fund. LFEAX alternatives are available in the Mutual Fund Screener.