LAFLX Mutual Fund

LAFLX Mutual Fund

NAV$16.39
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Returns Overview

1 Month
-3.29%
3 Months
-0.12%
6 Months
+6.32%
YTD
+3.66%
1 Year
+6.83%
3 Years (annualized)
+18.84%
5 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFLX 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
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📉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)
+3.66%
Peer Avg (YTD)
+10.00%
vs Peers
-6.34%

LAFLX Mutual Fund Performance

LAFLX performance across multiple time periods: 1-month -3.29%, YTD 3.66%, 1-year 6.83%, 3-year 18.84%, 5-year 10.56%.

LAFLX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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