LABPX Mutual Fund

LABPX Mutual Fund

NAV$13.76
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Returns Overview

1 Month
-1.49%
3 Months
+0.58%
6 Months
+1.61%
YTD
+2.90%
1 Year
+9.02%
3 Years (annualized)
+11.54%
5 Years (annualized)
+5.00%
10 Years (annualized)
+7.52%

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
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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)
+2.90%
Peer Avg (YTD)
+5.54%
vs Peers
-2.64%

LABPX Mutual Fund Performance

LABPX performance across multiple time periods: 1-month -1.49%, YTD 2.90%, 1-year 9.02%, 3-year 11.54%, 5-year 5.00%, 10-year 7.52%.

LABPX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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