LAFQX Mutual Fund

LAFQX Mutual Fund

NAV$22.64
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Returns Overview

1 Month
-2.16%
3 Months
-1.94%
6 Months
+8.76%
YTD
+8.98%
1 Year
+13.06%
3 Years (annualized)
+19.20%
5 Years (annualized)
+9.24%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFQX 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)
+8.98%
Peer Avg (YTD)
+10.00%
vs Peers
-1.01%

LAFQX Mutual Fund Performance

LAFQX performance across multiple time periods: 1-month -2.16%, YTD 8.98%, 1-year 13.06%, 3-year 19.20%, 5-year 9.24%, 10-year 10.11%.

LAFQX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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