LABFX Mutual Fund

LABFX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
-1.66%
3 Months
-2.33%
6 Months
+5.38%
YTD
+3.52%
1 Year
+5.79%
3 Years (annualized)
+12.93%
5 Years (annualized)
+5.14%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABFX 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 Index(^RUI)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+4.96%
vs Peers
-1.44%

LABFX Mutual Fund Performance

LABFX performance across multiple time periods: 1-month -1.66%, YTD 3.52%, 1-year 5.79%, 3-year 12.93%, 5-year 5.14%, 10-year 7.41%.

LABFX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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