LAFGX Mutual Fund

LAFGX Mutual Fund

NAV$20.88
See how much of LAFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.92%
3 Months
+0.75%
6 Months
+8.93%
YTD
+17.40%
1 Year
+26.79%
3 Years (annualized)
+17.25%
5 Years (annualized)
+6.42%

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
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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+17.40%
Peer Avg (YTD)
+6.23%
vs Peers
+11.17%

LAFGX Mutual Fund Performance

LAFGX performance across multiple time periods: 1-month -9.92%, YTD 17.40%, 1-year 26.79%, 3-year 17.25%, 5-year 6.42%.

LAFGX returns outperform the peer average of 6.23% 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.