LFISX Mutual Fund

LFISX Mutual Fund

NAV$24.40
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Returns Overview

1 Month
-2.47%
3 Months
-0.17%
6 Months
+11.20%
YTD
+10.08%
1 Year
+12.48%
3 Years (annualized)
+15.33%
5 Years (annualized)
+7.67%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFISX 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)
+10.08%
Peer Avg (YTD)
+7.09%
vs Peers
+3.00%

LFISX Mutual Fund Performance

LFISX performance across multiple time periods: 1-month -2.47%, YTD 10.08%, 1-year 12.48%, 3-year 15.33%, 5-year 7.67%, 10-year 10.42%.

LFISX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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