LAMFX Mutual Fund

LAMFX Mutual Fund

NAV$27.42
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Returns Overview

1 Month
+0.95%
3 Months
+2.15%
6 Months
+5.30%
YTD
+8.57%
1 Year
+15.52%
3 Years (annualized)
+17.84%
5 Years (annualized)
+10.75%
10 Years (annualized)
+13.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.57%
Peer Avg (YTD)
+11.21%
vs Peers
-2.64%

LAMFX Mutual Fund Performance

LAMFX performance across multiple time periods: 1-month 0.95%, YTD 8.57%, 1-year 15.52%, 3-year 17.84%, 5-year 10.75%, 10-year 13.01%.

LAMFX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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