LAPQX Mutual Fund

LAPQX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-2.95%
3 Months
-3.86%
6 Months
-3.26%
YTD
-4.39%
1 Year
-3.81%
3 Years (annualized)
+3.99%
5 Years (annualized)
-0.40%
10 Years (annualized)
+0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAPQX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.39%
Peer Avg (YTD)
-1.38%
vs Peers
-3.01%

LAPQX Mutual Fund Performance

LAPQX performance across multiple time periods: 1-month -2.95%, YTD -4.39%, 1-year -3.81%, 3-year 3.99%, 5-year -0.40%, 10-year 0.34%.

LAPQX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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