LAAFX Mutual Fund

LAAFX Mutual Fund

NAV$22.78
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Returns Overview

1 Month
-0.04%
3 Months
+4.10%
6 Months
+7.83%
YTD
+12.73%
1 Year
+21.12%
3 Years (annualized)
+17.39%
5 Years (annualized)
+10.32%
10 Years (annualized)
+10.64%

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
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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)
+12.73%
Peer Avg (YTD)
+11.41%
vs Peers
+1.32%

LAAFX Mutual Fund Performance

LAAFX performance across multiple time periods: 1-month -0.04%, YTD 12.73%, 1-year 21.12%, 3-year 17.39%, 5-year 10.32%, 10-year 10.64%.

LAAFX returns outperform the peer average of 11.41% 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.