LAFPX Mutual Fund

LAFPX Mutual Fund

NAV$22.55
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Returns Overview

1 Month
-0.09%
3 Months
+4.03%
6 Months
+7.68%
YTD
+12.53%
1 Year
+20.73%
3 Years (annualized)
+16.99%
5 Years (annualized)
+10.30%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFPX 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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.53%
Peer Avg (YTD)
+11.41%
vs Peers
+1.12%

LAFPX Mutual Fund Performance

LAFPX performance across multiple time periods: 1-month -0.09%, YTD 12.53%, 1-year 20.73%, 3-year 16.99%, 5-year 10.30%, 10-year 11.18%.

LAFPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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