LIFEX Mutual Fund

LIFEX Mutual Fund

NAV$20.90
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Returns Overview

1 Month
-2.10%
3 Months
-5.54%
6 Months
+12.71%
YTD
+14.87%
1 Year
+19.84%
3 Years (annualized)
+16.66%
5 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFEX 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
MSCI World Equal Weighted Index
This Mutual Fund (YTD)
+14.87%
Peer Avg (YTD)
+6.72%
vs Peers
+8.15%

LIFEX Mutual Fund Performance

LIFEX performance across multiple time periods: 1-month -2.10%, YTD 14.87%, 1-year 19.84%, 3-year 16.66%, 5-year 2.90%.

LIFEX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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