LIFAX Mutual Fund

NAV$11.67

Returns Overview

1 Month
-0.55%
3 Months
+0.53%
6 Months
+0.23%
YTD
+0.23%
1 Year
+1.88%
3 Years (annualized)
+4.47%
5 Years (annualized)
+2.64%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFAX 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
Bloomberg Barclays US 1-5 Year Treasury Inflation Protected Securities Index(^BBU5YTIPS)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+3.23%
vs Peers
-3.00%

LIFAX Mutual Fund Performance

LIFAX performance across multiple time periods: 1-month -0.55%, YTD 0.23%, 1-year 1.88%, 3-year 4.47%, 5-year 2.64%, 10-year 3.64%.

LIFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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