LFETX Mutual Fund

LFETX Mutual Fund

NAV$19.38
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Returns Overview

1 Month
-2.43%
3 Months
-1.33%
6 Months
+6.05%
YTD
+5.18%
1 Year
+6.96%
3 Years (annualized)
+12.39%
5 Years (annualized)
+5.93%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFETX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+5.18%
Peer Avg (YTD)
+7.09%
vs Peers
-1.91%

LFETX Mutual Fund Performance

LFETX performance across multiple time periods: 1-month -2.43%, YTD 5.18%, 1-year 6.96%, 3-year 12.39%, 5-year 5.93%, 10-year 9.15%.

LFETX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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