LAFYX Mutual Fund

LAFYX Mutual Fund

NAV$22.67
See how much of LAFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.04%
3 Months
+4.16%
6 Months
+7.89%
YTD
+12.82%
1 Year
+21.24%
3 Years (annualized)
+17.49%
5 Years (annualized)
+10.80%
10 Years (annualized)
+10.93%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.82%
Peer Avg (YTD)
+11.41%
vs Peers
+1.41%

LAFYX Mutual Fund Performance

LAFYX performance across multiple time periods: 1-month -0.04%, YTD 12.82%, 1-year 21.24%, 3-year 17.49%, 5-year 10.80%, 10-year 10.93%.

LAFYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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