LFMAX Mutual Fund

NAV$8.19

Returns Overview

1 Month
-0.48%
3 Months
+0.60%
6 Months
+9.33%
YTD
+8.90%
1 Year
+13.31%
3 Years (annualized)
+4.66%
5 Years (annualized)
+4.11%
10 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFMAX 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
Barclay CTA Index
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+3.47%
vs Peers
+5.43%

LFMAX Mutual Fund Performance

LFMAX performance across multiple time periods: 1-month -0.48%, YTD 8.90%, 1-year 13.31%, 3-year 4.66%, 5-year 4.11%, 10-year 4.03%.

LFMAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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