LAFAX Mutual Fund

LAFAX Mutual Fund

NAV$29.72
See how much of LAFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.76%
3 Months
-1.42%
6 Months
+11.60%
YTD
+3.49%
1 Year
+7.01%
3 Years (annualized)
+12.49%
5 Years (annualized)
-0.56%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+7.86%
vs Peers
-4.37%

LAFAX Mutual Fund Performance

LAFAX performance across multiple time periods: 1-month -3.76%, YTD 3.49%, 1-year 7.01%, 3-year 12.49%, 5-year -0.56%, 10-year 6.88%.

LAFAX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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