LAFSX Mutual Fund

LAFSX Mutual Fund

NAV$22.53
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Returns Overview

1 Month
-2.13%
3 Months
-1.87%
6 Months
+8.94%
YTD
+9.26%
1 Year
+13.47%
3 Years (annualized)
+19.63%
5 Years (annualized)
+11.40%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFSX 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)
+9.26%
Peer Avg (YTD)
+10.00%
vs Peers
-0.74%

LAFSX Mutual Fund Performance

LAFSX performance across multiple time periods: 1-month -2.13%, YTD 9.26%, 1-year 13.47%, 3-year 19.63%, 5-year 11.40%, 10-year 13.46%.

LAFSX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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