LAFRX Mutual Fund

LAFRX Mutual Fund

NAV$22.75
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Returns Overview

1 Month
-0.13%
3 Months
+4.01%
6 Months
+7.58%
YTD
+12.47%
1 Year
+20.61%
3 Years (annualized)
+16.90%
5 Years (annualized)
+9.87%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFRX 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)
+12.47%
Peer Avg (YTD)
+11.41%
vs Peers
+1.06%

LAFRX Mutual Fund Performance

LAFRX performance across multiple time periods: 1-month -0.13%, YTD 12.47%, 1-year 20.61%, 3-year 16.90%, 5-year 9.87%, 10-year 10.20%.

LAFRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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