LAIAX Mutual Fund

LAIAX Mutual Fund

NAV$23.61
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Returns Overview

1 Month
-2.87%
3 Months
-0.88%
6 Months
+8.76%
YTD
+4.15%
1 Year
+2.94%
3 Years (annualized)
+7.41%
5 Years (annualized)
-2.02%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAIAX 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
MSCI ACWI ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+7.86%
vs Peers
-3.71%

LAIAX Mutual Fund Performance

LAIAX performance across multiple time periods: 1-month -2.87%, YTD 4.15%, 1-year 2.94%, 3-year 7.41%, 5-year -2.02%, 10-year 4.71%.

LAIAX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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