LAAFX Mutual Fund

LAAFX Mutual Fund

NAV$22.53
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Returns Overview

1 Month
+2.54%
3 Months
+0.76%
6 Months
+4.90%
YTD
+12.19%
1 Year
+17.22%
3 Years (annualized)
+22.20%
5 Years (annualized)
+9.52%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAAFX 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)
+12.19%
Peer Avg (YTD)
+12.44%
vs Peers
-0.25%

LAAFX Mutual Fund Performance

LAAFX performance across multiple time periods: 1-month 2.54%, YTD 12.19%, 1-year 17.22%, 3-year 22.20%, 5-year 9.52%, 10-year 10.81%.

LAAFX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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