LAFYX Mutual Fund

LAFYX Mutual Fund

NAV$22.72
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Returns Overview

1 Month
-2.09%
3 Months
-1.79%
6 Months
+9.11%
YTD
+9.44%
1 Year
+13.75%
3 Years (annualized)
+19.90%
5 Years (annualized)
+11.67%
10 Years (annualized)
+13.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAFYX 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)
+9.44%
Peer Avg (YTD)
+10.00%
vs Peers
-0.56%

LAFYX Mutual Fund Performance

LAFYX performance across multiple time periods: 1-month -2.09%, YTD 9.44%, 1-year 13.75%, 3-year 19.90%, 5-year 11.67%, 10-year 13.72%.

LAFYX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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