LABFX Mutual Fund

LABFX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
+0.63%
3 Months
+0.62%
6 Months
+2.73%
YTD
+5.27%
1 Year
+9.96%
3 Years (annualized)
+12.93%
5 Years (annualized)
+5.14%
10 Years (annualized)
+7.41%

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)
+5.27%
Peer Avg (YTD)
+6.28%
vs Peers
-1.02%

LABFX Mutual Fund Performance

LABFX performance across multiple time periods: 1-month 0.63%, YTD 5.27%, 1-year 9.96%, 3-year 12.93%, 5-year 5.14%, 10-year 7.41%.

LABFX returns trail the peer average of 6.28% 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.