LIFFX Mutual Fund

NAV$11.68

Returns Overview

1 Month
-0.17%
3 Months
-1.60%
6 Months
-1.43%
YTD
-1.35%
1 Year
+1.85%
3 Years (annualized)
+4.52%
5 Years (annualized)
+2.71%
10 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFFX 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)
-1.35%
Peer Avg (YTD)
+3.23%
vs Peers
-4.58%

LIFFX Mutual Fund Performance

LIFFX performance across multiple time periods: 1-month -0.17%, YTD -1.35%, 1-year 1.85%, 3-year 4.52%, 5-year 2.71%, 10-year 3.74%.

LIFFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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