LABFX Mutual Fund

LABFX Mutual Fund

NAV$13.87
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Returns Overview

1 Month
-1.31%
3 Months
+1.51%
6 Months
+3.28%
YTD
+4.61%
1 Year
+11.30%
3 Years (annualized)
+12.45%
5 Years (annualized)
+5.59%
10 Years (annualized)
+7.93%

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
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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 Index(^RUI)
This Mutual Fund (YTD)
+4.61%
Peer Avg (YTD)
+5.54%
vs Peers
-0.93%

LABFX Mutual Fund Performance

LABFX performance across multiple time periods: 1-month -1.31%, YTD 4.61%, 1-year 11.30%, 3-year 12.45%, 5-year 5.59%, 10-year 7.93%.

LABFX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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