LFMCX Mutual Fund

LFMCX Mutual Fund

NAV$7.92
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Returns Overview

1 Month
+2.99%
3 Months
+2.06%
6 Months
+2.46%
YTD
+10.78%
1 Year
+12.41%
3 Years (annualized)
+3.69%
5 Years (annualized)
+3.67%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFMCX 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
Barclay CTA Index
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+5.40%
vs Peers
+5.38%

LFMCX Mutual Fund Performance

LFMCX performance across multiple time periods: 1-month 2.99%, YTD 10.78%, 1-year 12.41%, 3-year 3.69%, 5-year 3.67%, 10-year 2.74%.

LFMCX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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