LAFFX Mutual Fund

NAV$22.87

Returns Overview

1 Month
+3.35%
3 Months
+11.05%
6 Months
+12.71%
YTD
+11.32%
1 Year
+29.62%
3 Years (annualized)
+22.64%
5 Years (annualized)
+11.91%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.32%
Peer Avg (YTD)
+9.49%
vs Peers
+1.83%

LAFFX Mutual Fund Performance

LAFFX performance across multiple time periods: 1-month 3.35%, YTD 11.32%, 1-year 29.62%, 3-year 22.64%, 5-year 11.91%, 10-year 11.51%.

LAFFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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