LAFSX Mutual Fund

LAFSX Mutual Fund

NAV$22.57
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Returns Overview

1 Month
-0.09%
3 Months
+4.08%
6 Months
+7.78%
YTD
+12.63%
1 Year
+20.95%
3 Years (annualized)
+17.21%
5 Years (annualized)
+10.51%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFSX 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)
+12.63%
Peer Avg (YTD)
+11.41%
vs Peers
+1.22%

LAFSX Mutual Fund Performance

LAFSX performance across multiple time periods: 1-month -0.09%, YTD 12.63%, 1-year 20.95%, 3-year 17.21%, 5-year 10.51%, 10-year 10.66%.

LAFSX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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