LQFLX Mutual Fund

LQFLX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
-3.37%
3 Months
-0.25%
6 Months
+6.14%
YTD
+3.41%
1 Year
+6.55%
3 Years (annualized)
+18.54%
5 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LQFLX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+10.00%
vs Peers
-6.59%

LQFLX Mutual Fund Performance

LQFLX performance across multiple time periods: 1-month -3.37%, YTD 3.41%, 1-year 6.55%, 3-year 18.54%, 5-year 10.29%.

LQFLX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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