LAFCX Mutual Fund

LAFCX Mutual Fund

NAV$22.77
See how much of LAFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.18%
3 Months
+3.84%
6 Months
+7.34%
YTD
+12.12%
1 Year
+19.98%
3 Years (annualized)
+16.33%
5 Years (annualized)
+9.69%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+11.41%
vs Peers
+0.71%

LAFCX Mutual Fund Performance

LAFCX performance across multiple time periods: 1-month -0.18%, YTD 12.12%, 1-year 19.98%, 3-year 16.33%, 5-year 9.69%, 10-year 10.52%.

LAFCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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