LIFTX Mutual Fund

LIFTX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-1.27%
3 Months
-0.95%
6 Months
-0.39%
YTD
-0.67%
1 Year
-0.73%
3 Years (annualized)
+4.66%
5 Years (annualized)
+2.59%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIFTX 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)
-0.67%
Peer Avg (YTD)
+0.50%
vs Peers
-1.17%

LIFTX Mutual Fund Performance

LIFTX performance across multiple time periods: 1-month -1.27%, YTD -0.67%, 1-year -0.73%, 3-year 4.66%, 5-year 2.59%, 10-year 2.18%.

LIFTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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