LAFAX Mutual Fund

LAFAX Mutual Fund

NAV$30.02
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Returns Overview

1 Month
-1.22%
3 Months
+4.28%
6 Months
+1.70%
YTD
+5.45%
1 Year
+14.65%
3 Years (annualized)
+9.47%
5 Years (annualized)
-0.62%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+8.67%
vs Peers
-3.22%

LAFAX Mutual Fund Performance

LAFAX performance across multiple time periods: 1-month -1.22%, YTD 5.45%, 1-year 14.65%, 3-year 9.47%, 5-year -0.62%, 10-year 6.72%.

LAFAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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