LFISX Mutual Fund

NAV$23.90

Returns Overview

1 Month
-0.58%
3 Months
+3.73%
6 Months
+4.87%
YTD
+9.03%
1 Year
+18.16%
3 Years (annualized)
+14.68%
5 Years (annualized)
+7.96%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFISX 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)
+9.03%
Peer Avg (YTD)
+7.64%
vs Peers
+1.39%

LFISX Mutual Fund Performance

LFISX performance across multiple time periods: 1-month -0.58%, YTD 9.03%, 1-year 18.16%, 3-year 14.68%, 5-year 7.96%, 10-year 10.53%.

LFISX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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