LAFVX Mutual Fund

LAFVX Mutual Fund

NAV$22.90
See how much of LAFVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.08%
3 Months
-1.78%
6 Months
+9.13%
YTD
+9.51%
1 Year
+13.79%
3 Years (annualized)
+18.39%
5 Years (annualized)
+10.32%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+10.00%
vs Peers
-0.48%

LAFVX Mutual Fund Performance

LAFVX performance across multiple time periods: 1-month -2.08%, YTD 9.51%, 1-year 13.79%, 3-year 18.39%, 5-year 10.32%, 10-year 11.01%.

LAFVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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