LAMSX Mutual Fund

LAMSX Mutual Fund

NAV$27.16
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Returns Overview

1 Month
-2.09%
3 Months
-1.18%
6 Months
+7.90%
YTD
+6.17%
1 Year
+9.33%
3 Years (annualized)
+17.56%
5 Years (annualized)
+10.48%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMSX 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)
+6.17%
Peer Avg (YTD)
+9.98%
vs Peers
-3.82%

LAMSX Mutual Fund Performance

LAMSX performance across multiple time periods: 1-month -2.09%, YTD 6.17%, 1-year 9.33%, 3-year 17.56%, 5-year 10.48%, 10-year 12.74%.

LAMSX 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.

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