LIFRX Mutual Fund

LIFRX Mutual Fund

NAV$11.49
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Returns Overview

1 Month
-1.31%
3 Months
-1.07%
6 Months
-0.59%
YTD
-0.92%
1 Year
-1.06%
3 Years (annualized)
+4.26%
5 Years (annualized)
+2.15%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFRX 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
Bloomberg Barclays US 1-5 Year Treasury Inflation Protected Securities Index(^BBU5YTIPS)
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
+0.50%
vs Peers
-1.42%

LIFRX Mutual Fund Performance

LIFRX performance across multiple time periods: 1-month -1.31%, YTD -0.92%, 1-year -1.06%, 3-year 4.26%, 5-year 2.15%, 10-year 3.28%.

LIFRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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