LFERX Mutual Fund

NAV$19.32

Returns Overview

1 Month
-0.16%
3 Months
+2.22%
6 Months
+4.15%
YTD
+5.92%
1 Year
+11.68%
3 Years (annualized)
+11.29%
5 Years (annualized)
+5.59%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFERX 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)
+5.92%
Peer Avg (YTD)
+7.64%
vs Peers
-1.72%

LFERX Mutual Fund Performance

LFERX performance across multiple time periods: 1-month -0.16%, YTD 5.92%, 1-year 11.68%, 3-year 11.29%, 5-year 5.59%, 10-year 8.67%.

LFERX 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.

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