LABPX Mutual Fund

LABPX Mutual Fund

NAV$13.73
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Returns Overview

1 Month
+0.43%
3 Months
-0.22%
6 Months
+1.24%
YTD
+3.34%
1 Year
+7.59%
3 Years (annualized)
+12.11%
5 Years (annualized)
+4.71%
10 Years (annualized)
+7.48%

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)
+3.34%
Peer Avg (YTD)
+6.28%
vs Peers
-2.94%

LABPX Mutual Fund Performance

LABPX performance across multiple time periods: 1-month 0.43%, YTD 3.34%, 1-year 7.59%, 3-year 12.11%, 5-year 4.71%, 10-year 7.48%.

LABPX returns trail the peer average of 6.28% 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.