LABFX Mutual Fund

NAV$14.33

Returns Overview

1 Month
+1.32%
3 Months
+7.90%
6 Months
+6.54%
YTD
+5.99%
1 Year
+13.86%
3 Years (annualized)
+13.46%
5 Years (annualized)
+5.71%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABFX 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 Index(^RUI)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+5.87%
vs Peers
+0.13%

LABFX Mutual Fund Performance

LABFX performance across multiple time periods: 1-month 1.32%, YTD 5.99%, 1-year 13.86%, 3-year 13.46%, 5-year 5.71%, 10-year 7.90%.

LABFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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