LAFSX Mutual Fund

NAV$22.83

Returns Overview

1 Month
+3.36%
3 Months
+11.02%
6 Months
+12.73%
YTD
+11.34%
1 Year
+22.16%
3 Years (annualized)
+20.24%
5 Years (annualized)
+12.39%
10 Years (annualized)
+13.83%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+9.49%
vs Peers
+1.85%

LAFSX Mutual Fund Performance

LAFSX performance across multiple time periods: 1-month 3.36%, YTD 11.34%, 1-year 22.16%, 3-year 20.24%, 5-year 12.39%, 10-year 13.83%.

LAFSX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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