LFEBX Mutual Fund

NAV$19.65

Returns Overview

1 Month
-0.20%
3 Months
+2.18%
6 Months
+4.24%
YTD
+6.04%
1 Year
+11.82%
3 Years (annualized)
+11.35%
5 Years (annualized)
+5.62%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFEBX 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)
+6.04%
Peer Avg (YTD)
+7.64%
vs Peers
-1.60%

LFEBX Mutual Fund Performance

LFEBX performance across multiple time periods: 1-month -0.20%, YTD 6.04%, 1-year 11.82%, 3-year 11.35%, 5-year 5.62%, 10-year 8.41%.

LFEBX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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