LAMFX Mutual Fund

NAV$28.13

Returns Overview

1 Month
+1.22%
3 Months
+9.28%
6 Months
+8.52%
YTD
+7.58%
1 Year
+18.79%
3 Years (annualized)
+18.24%
5 Years (annualized)
+11.83%
10 Years (annualized)
+13.03%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+9.51%
vs Peers
-1.93%

LAMFX Mutual Fund Performance

LAMFX performance across multiple time periods: 1-month 1.22%, YTD 7.58%, 1-year 18.79%, 3-year 18.24%, 5-year 11.83%, 10-year 13.03%.

LAMFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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