LAUTX Mutual Fund

LAUTX Mutual Fund

NAV$2.31
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Returns Overview

1 Month
-2.90%
3 Months
-3.62%
6 Months
-2.75%
YTD
-3.90%
1 Year
-3.39%
3 Years (annualized)
+4.80%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUTX 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)
-3.90%
Peer Avg (YTD)
+0.50%
vs Peers
-4.40%

LAUTX Mutual Fund Performance

LAUTX performance across multiple time periods: 1-month -2.90%, YTD -3.90%, 1-year -3.39%, 3-year 4.80%, 5-year -0.06%, 10-year 1.39%.

LAUTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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