LACFX Mutual Fund

LACFX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
-6.50%
3 Months
-2.07%
6 Months
+5.82%
YTD
+12.01%
1 Year
+21.99%
3 Years (annualized)
+16.61%
5 Years (annualized)
+5.01%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LACFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+13.29%
vs Peers
-1.28%

LACFX Mutual Fund Performance

LACFX performance across multiple time periods: 1-month -6.50%, YTD 12.01%, 1-year 21.99%, 3-year 16.61%, 5-year 5.01%, 10-year 12.01%.

LACFX returns trail the peer average of 13.29% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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