LAFCX Mutual Fund

LAFCX Mutual Fund

NAV$22.75
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Returns Overview

1 Month
-2.16%
3 Months
-2.03%
6 Months
+8.60%
YTD
+8.70%
1 Year
+12.62%
3 Years (annualized)
+18.72%
5 Years (annualized)
+10.55%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFCX 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 Value Index(RLV)
This Mutual Fund (YTD)
+8.70%
Peer Avg (YTD)
+10.00%
vs Peers
-1.30%

LAFCX Mutual Fund Performance

LAFCX performance across multiple time periods: 1-month -2.16%, YTD 8.70%, 1-year 12.62%, 3-year 18.72%, 5-year 10.55%, 10-year 10.54%.

LAFCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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