LAFVX Mutual Fund

NAV$23.12

Returns Overview

1 Month
+3.37%
3 Months
+11.11%
6 Months
+12.87%
YTD
+11.49%
1 Year
+22.56%
3 Years (annualized)
+20.58%
5 Years (annualized)
+10.95%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+9.49%
vs Peers
+2.01%

LAFVX Mutual Fund Performance

LAFVX performance across multiple time periods: 1-month 3.37%, YTD 11.49%, 1-year 22.56%, 3-year 20.58%, 5-year 10.95%, 10-year 11.21%.

LAFVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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