LAMAX Mutual Fund

LAMAX Mutual Fund

NAV$27.19
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Returns Overview

1 Month
-2.09%
3 Months
-1.18%
6 Months
+7.89%
YTD
+6.16%
1 Year
+13.94%
3 Years (annualized)
+17.75%
5 Years (annualized)
+10.60%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+9.98%
vs Peers
-3.83%

LAMAX Mutual Fund Performance

LAMAX performance across multiple time periods: 1-month -2.09%, YTD 6.16%, 1-year 13.94%, 3-year 17.75%, 5-year 10.60%, 10-year 12.80%.

LAMAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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