LAFLX Mutual Fund

NAV$17.07

Returns Overview

1 Month
+2.53%
3 Months
+6.45%
6 Months
+4.59%
YTD
+3.78%
1 Year
+15.64%
3 Years (annualized)
+18.53%
5 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFLX 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)
+3.78%
Peer Avg (YTD)
+9.49%
vs Peers
-5.71%

LAFLX Mutual Fund Performance

LAFLX performance across multiple time periods: 1-month 2.53%, YTD 3.78%, 1-year 15.64%, 3-year 18.53%, 5-year 10.31%.

LAFLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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