LANIX Mutual Fund

LANIX Mutual Fund

NAV$19.20
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Returns Overview

1 Month
-0.58%
3 Months
+1.18%
6 Months
+15.43%
YTD
+11.11%
1 Year
+18.41%
3 Years (annualized)
+18.72%
5 Years (annualized)
+10.46%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LANIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.11%
Peer Avg (YTD)
+6.10%
vs Peers
+5.01%

LANIX Mutual Fund Performance

LANIX performance across multiple time periods: 1-month -0.58%, YTD 11.11%, 1-year 18.41%, 3-year 18.72%, 5-year 10.46%, 10-year 10.94%.

LANIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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