LFERX Mutual Fund

LFERX Mutual Fund

NAV$19.14
See how much of LFERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.46%
3 Months
-1.50%
6 Months
+5.60%
YTD
+4.50%
1 Year
+6.05%
3 Years (annualized)
+11.50%
5 Years (annualized)
+5.11%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFERX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+7.09%
vs Peers
-2.59%

LFERX Mutual Fund Performance

LFERX performance across multiple time periods: 1-month -2.46%, YTD 4.50%, 1-year 6.05%, 3-year 11.50%, 5-year 5.11%, 10-year 8.43%.

LFERX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

LFERX vs another fund shows side-by-side returns. LFERX alternatives are available in the Mutual Fund Screener.