LACFX Mutual Fund

NAV$19.17

Returns Overview

1 Month
-1.00%
3 Months
+14.92%
6 Months
+19.80%
YTD
+17.37%
1 Year
+32.75%
3 Years (annualized)
+19.55%
5 Years (annualized)
+6.05%
10 Years (annualized)
+12.69%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+17.37%
Peer Avg (YTD)
+18.00%
vs Peers
-0.64%

LACFX Mutual Fund Performance

LACFX performance across multiple time periods: 1-month -1.00%, YTD 17.37%, 1-year 32.75%, 3-year 19.55%, 5-year 6.05%, 10-year 12.69%.

LACFX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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