LIFQX Mutual Fund

NAV$11.61

Returns Overview

1 Month
-0.59%
3 Months
+0.47%
6 Months
+0.12%
YTD
+0.12%
1 Year
+1.55%
3 Years (annualized)
+4.09%
5 Years (annualized)
+2.24%
10 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFQX 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)
+0.12%
Peer Avg (YTD)
+3.23%
vs Peers
-3.10%

LIFQX Mutual Fund Performance

LIFQX performance across multiple time periods: 1-month -0.59%, YTD 0.12%, 1-year 1.55%, 3-year 4.09%, 5-year 2.24%, 10-year 3.22%.

LIFQX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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