LFMIX Mutual Fund

NAV$8.35

Returns Overview

1 Month
-0.47%
3 Months
+0.59%
6 Months
+9.38%
YTD
+9.10%
1 Year
+13.72%
3 Years (annualized)
+4.95%
5 Years (annualized)
+4.38%
10 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFMIX 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)
+9.10%
Peer Avg (YTD)
+3.47%
vs Peers
+5.63%

LFMIX Mutual Fund Performance

LFMIX performance across multiple time periods: 1-month -0.47%, YTD 9.10%, 1-year 13.72%, 3-year 4.95%, 5-year 4.38%, 10-year 3.74%.

LFMIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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