LFITX Mutual Fund

LFITX Mutual Fund

NAV$24.18
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Returns Overview

1 Month
-2.43%
3 Months
-0.08%
6 Months
+11.35%
YTD
+10.28%
1 Year
+12.76%
3 Years (annualized)
+15.61%
5 Years (annualized)
+7.93%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFITX 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)
+10.28%
Peer Avg (YTD)
+7.09%
vs Peers
+3.19%

LFITX Mutual Fund Performance

LFITX performance across multiple time periods: 1-month -2.43%, YTD 10.28%, 1-year 12.76%, 3-year 15.61%, 5-year 7.93%, 10-year 10.69%.

LFITX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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