LAUYX Mutual Fund

LAUYX Mutual Fund

NAV$2.31
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Returns Overview

1 Month
-2.90%
3 Months
-4.01%
6 Months
-2.75%
YTD
-4.29%
1 Year
-3.78%
3 Years (annualized)
+4.66%
5 Years (annualized)
-0.06%
10 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUYX 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)
-4.29%
Peer Avg (YTD)
+0.50%
vs Peers
-4.79%

LAUYX Mutual Fund Performance

LAUYX performance across multiple time periods: 1-month -2.90%, YTD -4.29%, 1-year -3.78%, 3-year 4.66%, 5-year -0.06%, 10-year 2.55%.

LAUYX 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.

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