LAFQX Mutual Fund

LAFQX Mutual Fund

NAV$22.45
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Returns Overview

1 Month
+0.36%
3 Months
+3.58%
6 Months
+5.72%
YTD
+12.78%
1 Year
+18.50%
3 Years (annualized)
+19.20%
5 Years (annualized)
+9.24%
10 Years (annualized)
+10.11%

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)
+12.78%
Peer Avg (YTD)
+12.44%
vs Peers
+0.34%

LAFQX Mutual Fund Performance

LAFQX performance across multiple time periods: 1-month 0.36%, YTD 12.78%, 1-year 18.50%, 3-year 19.20%, 5-year 9.24%, 10-year 10.11%.

LAFQX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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