LAFGX Mutual Fund

LAFGX Mutual Fund

NAV$20.00
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Returns Overview

1 Month
+1.83%
3 Months
-4.94%
6 Months
+6.40%
YTD
+19.55%
1 Year
+26.60%
3 Years (annualized)
+19.55%
5 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFGX 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
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📉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)
+19.55%
Peer Avg (YTD)
+8.51%
vs Peers
+11.04%

LAFGX Mutual Fund Performance

LAFGX performance across multiple time periods: 1-month 1.83%, YTD 19.55%, 1-year 26.60%, 3-year 19.55%, 5-year 6.29%.

LAFGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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