LAFRX Mutual Fund

LAFRX Mutual Fund

NAV$22.58
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Returns Overview

1 Month
-2.15%
3 Months
-1.93%
6 Months
+8.84%
YTD
+9.09%
1 Year
+13.16%
3 Years (annualized)
+19.31%
5 Years (annualized)
+9.35%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFRX 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)
+9.09%
Peer Avg (YTD)
+10.00%
vs Peers
-0.91%

LAFRX Mutual Fund Performance

LAFRX performance across multiple time periods: 1-month -2.15%, YTD 9.09%, 1-year 13.16%, 3-year 19.31%, 5-year 9.35%, 10-year 10.22%.

LAFRX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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