LFTHX Mutual Fund

NAV$12.09

Returns Overview

1 Month
-0.41%
3 Months
+3.96%
6 Months
+5.22%
YTD
+9.41%
1 Year
+18.75%
3 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFTHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+7.64%
vs Peers
+1.77%

LFTHX Mutual Fund Performance

LFTHX performance across multiple time periods: 1-month -0.41%, YTD 9.41%, 1-year 18.75%, 3-year 15.74%.

LFTHX 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.

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