LABPX Mutual Fund

NAV$14.14

Returns Overview

1 Month
+0.86%
3 Months
+6.84%
6 Months
+4.69%
YTD
+4.46%
1 Year
+11.73%
3 Years (annualized)
+12.62%
5 Years (annualized)
+4.15%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+5.87%
vs Peers
-1.41%

LABPX Mutual Fund Performance

LABPX performance across multiple time periods: 1-month 0.86%, YTD 4.46%, 1-year 11.73%, 3-year 12.62%, 5-year 4.15%, 10-year 7.24%.

LABPX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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