LFMIX Mutual Fund

LFMIX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+2.96%
3 Months
+2.23%
6 Months
+2.84%
YTD
+11.54%
1 Year
+13.47%
3 Years (annualized)
+4.75%
5 Years (annualized)
+4.73%
10 Years (annualized)
+3.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFMIX 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)
+11.54%
Peer Avg (YTD)
+5.40%
vs Peers
+6.14%

LFMIX Mutual Fund Performance

LFMIX performance across multiple time periods: 1-month 2.96%, YTD 11.54%, 1-year 13.47%, 3-year 4.75%, 5-year 4.73%, 10-year 3.78%.

LFMIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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