LIFCX Mutual Fund

NAV$11.69

Returns Overview

1 Month
-0.09%
3 Months
-1.60%
6 Months
-1.35%
YTD
-1.18%
1 Year
+1.52%
3 Years (annualized)
+3.96%
5 Years (annualized)
+2.08%
10 Years (annualized)
+3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFCX 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
Bloomberg Barclays US 1-5 Year Treasury Inflation Protected Securities Index(^BBU5YTIPS)
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
+3.23%
vs Peers
-4.41%

LIFCX Mutual Fund Performance

LIFCX performance across multiple time periods: 1-month -0.09%, YTD -1.18%, 1-year 1.52%, 3-year 3.96%, 5-year 2.08%, 10-year 3.02%.

LIFCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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