LAFYX Mutual Fund

LAFYX Mutual Fund

NAV$23.02
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Returns Overview

1 Month
+3.35%
3 Months
+11.10%
6 Months
+12.87%
YTD
+11.43%
1 Year
+22.45%
3 Years (annualized)
+20.52%
5 Years (annualized)
+12.66%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFYX 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)
+11.43%
Peer Avg (YTD)
+9.49%
vs Peers
+1.94%

LAFYX Mutual Fund Performance

LAFYX performance across multiple time periods: 1-month 3.35%, YTD 11.43%, 1-year 22.45%, 3-year 20.52%, 5-year 12.66%, 10-year 14.10%.

LAFYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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