LIFFX Mutual Fund

LIFFX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-1.28%
3 Months
-0.97%
6 Months
-0.42%
YTD
-0.80%
1 Year
-0.87%
3 Years (annualized)
+4.54%
5 Years (annualized)
+2.47%
10 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-5 Year Treasury Inflation Protected Securities Index(^BBU5YTIPS)
This Mutual Fund (YTD)
-0.80%
Peer Avg (YTD)
+0.50%
vs Peers
-1.30%

LIFFX Mutual Fund Performance

LIFFX performance across multiple time periods: 1-month -1.28%, YTD -0.80%, 1-year -0.87%, 3-year 4.54%, 5-year 2.47%, 10-year 3.66%.

LIFFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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