LAFQX Mutual Fund

LAFQX Mutual Fund

NAV$22.93
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Returns Overview

1 Month
+3.35%
3 Months
+10.92%
6 Months
+12.53%
YTD
+11.14%
1 Year
+21.75%
3 Years (annualized)
+19.80%
5 Years (annualized)
+10.21%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFQX 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)
+11.14%
Peer Avg (YTD)
+9.49%
vs Peers
+1.65%

LAFQX Mutual Fund Performance

LAFQX performance across multiple time periods: 1-month 3.35%, YTD 11.14%, 1-year 21.75%, 3-year 19.80%, 5-year 10.21%, 10-year 10.47%.

LAFQX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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