LFRFX Mutual Fund

NAV$8.02

Returns Overview

1 Month
+0.64%
3 Months
+2.18%
6 Months
+0.77%
YTD
+0.77%
1 Year
+3.13%
3 Years (annualized)
+6.67%
5 Years (annualized)
+5.03%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFRFX 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
Morningstar LSTA US Leveraged Loan Index
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+3.23%
vs Peers
-2.45%

LFRFX Mutual Fund Performance

LFRFX performance across multiple time periods: 1-month 0.64%, YTD 0.77%, 1-year 3.13%, 3-year 6.67%, 5-year 5.03%, 10-year 4.35%.

LFRFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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