LFIUX Mutual Fund

NAV$24.79

Returns Overview

1 Month
+1.07%
3 Months
+11.53%
6 Months
+11.17%
YTD
+10.47%
1 Year
+18.73%
3 Years (annualized)
+15.26%
5 Years (annualized)
+8.51%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFIUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+7.64%
vs Peers
+2.83%

LFIUX Mutual Fund Performance

LFIUX performance across multiple time periods: 1-month 1.07%, YTD 10.47%, 1-year 18.73%, 3-year 15.26%, 5-year 8.51%, 10-year 11.08%.

LFIUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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