LFMCX Mutual Fund

NAV$7.63

Returns Overview

1 Month
-0.64%
3 Months
+0.39%
6 Months
+8.85%
YTD
+8.54%
1 Year
+12.47%
3 Years (annualized)
+3.86%
5 Years (annualized)
+3.33%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFMCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Barclay CTA Index
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+3.47%
vs Peers
+5.07%

LFMCX Mutual Fund Performance

LFMCX performance across multiple time periods: 1-month -0.64%, YTD 8.54%, 1-year 12.47%, 3-year 3.86%, 5-year 3.33%, 10-year 3.28%.

LFMCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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