LAFVX Mutual Fund

LAFVX Mutual Fund

NAV$22.83
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Returns Overview

1 Month
+2.60%
3 Months
+0.82%
6 Months
+5.02%
YTD
+12.36%
1 Year
+17.47%
3 Years (annualized)
+22.39%
5 Years (annualized)
+9.71%
10 Years (annualized)
+11.00%

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
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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)
+12.36%
Peer Avg (YTD)
+12.44%
vs Peers
-0.08%

LAFVX Mutual Fund Performance

LAFVX performance across multiple time periods: 1-month 2.60%, YTD 12.36%, 1-year 17.47%, 3-year 22.39%, 5-year 9.71%, 10-year 11.00%.

LAFVX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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