LFTLX Mutual Fund

LFTLX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
-2.41%
3 Months
-0.08%
6 Months
+11.38%
YTD
+10.26%
1 Year
+12.78%
3 Years (annualized)
+16.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFTLX 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
PROUpgrade to run
🏦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)
+10.26%
Peer Avg (YTD)
+7.09%
vs Peers
+3.18%

LFTLX Mutual Fund Performance

LFTLX performance across multiple time periods: 1-month -2.41%, YTD 10.26%, 1-year 12.78%, 3-year 16.09%.

LFTLX 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.

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