LAIEX Mutual Fund

LAIEX Mutual Fund

NAV$23.92
See how much of LAIEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.28%
3 Months
-5.07%
6 Months
+8.73%
YTD
+10.02%
1 Year
+9.65%
3 Years (annualized)
+13.95%
5 Years (annualized)
+4.43%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAIEX 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
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+7.86%
vs Peers
+2.15%

LAIEX Mutual Fund Performance

LAIEX performance across multiple time periods: 1-month -3.28%, YTD 10.02%, 1-year 9.65%, 3-year 13.95%, 5-year 4.43%, 10-year 7.31%.

LAIEX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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