LAAFX Mutual Fund

NAV$22.90

Returns Overview

1 Month
+3.34%
3 Months
+11.03%
6 Months
+12.78%
YTD
+11.39%
1 Year
+22.34%
3 Years (annualized)
+20.40%
5 Years (annualized)
+10.75%
10 Years (annualized)
+11.02%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.39%
Peer Avg (YTD)
+9.49%
vs Peers
+1.90%

LAAFX Mutual Fund Performance

LAAFX performance across multiple time periods: 1-month 3.34%, YTD 11.39%, 1-year 22.34%, 3-year 20.40%, 5-year 10.75%, 10-year 11.02%.

LAAFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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