LAUSX Mutual Fund

LAUSX Mutual Fund

NAV$2.31
See how much of LAUSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.95%
3 Months
-3.80%
6 Months
-3.08%
YTD
-4.28%
1 Year
-3.91%
3 Years (annualized)
+4.07%
5 Years (annualized)
-0.78%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUSX 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)
-4.28%
Peer Avg (YTD)
+0.50%
vs Peers
-4.78%

LAUSX Mutual Fund Performance

LAUSX performance across multiple time periods: 1-month -2.95%, YTD -4.28%, 1-year -3.91%, 3-year 4.07%, 5-year -0.78%, 10-year 1.72%.

LAUSX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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