LAUQX Mutual Fund

LAUQX Mutual Fund

NAV$2.32
See how much of LAUQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.92%
3 Months
-3.72%
6 Months
-2.96%
YTD
-4.13%
1 Year
-3.72%
3 Years (annualized)
+4.28%
5 Years (annualized)
-0.56%
10 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUQX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.13%
Peer Avg (YTD)
+0.50%
vs Peers
-4.63%

LAUQX Mutual Fund Performance

LAUQX performance across multiple time periods: 1-month -2.92%, YTD -4.13%, 1-year -3.72%, 3-year 4.28%, 5-year -0.56%, 10-year 1.95%.

LAUQX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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