LFTMX Mutual Fund

NAV$12.26

Returns Overview

1 Month
+0.49%
3 Months
+4.25%
6 Months
+8.02%
YTD
+11.05%
1 Year
+18.73%
3 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFTMX 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)
+11.05%
Peer Avg (YTD)
+7.64%
vs Peers
+3.41%

LFTMX Mutual Fund Performance

LFTMX performance across multiple time periods: 1-month 0.49%, YTD 11.05%, 1-year 18.73%, 3-year 15.74%.

LFTMX 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.

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