LAMYX Mutual Fund

LAMYX Mutual Fund

NAV$27.60
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Returns Overview

1 Month
-2.03%
3 Months
-1.10%
6 Months
+8.07%
YTD
+6.38%
1 Year
+9.61%
3 Years (annualized)
+17.82%
5 Years (annualized)
+10.76%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMYX 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)
+6.38%
Peer Avg (YTD)
+9.98%
vs Peers
-3.60%

LAMYX Mutual Fund Performance

LAMYX performance across multiple time periods: 1-month -2.03%, YTD 6.38%, 1-year 9.61%, 3-year 17.82%, 5-year 10.76%, 10-year 13.02%.

LAMYX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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