LAAGX Mutual Fund

NAV$20.76

Returns Overview

1 Month
+3.62%
3 Months
+29.03%
6 Months
+30.16%
YTD
+27.85%
1 Year
+38.10%
3 Years (annualized)
+21.55%
5 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAAGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+27.85%
Peer Avg (YTD)
+8.97%
vs Peers
+18.88%

LAAGX Mutual Fund Performance

LAAGX performance across multiple time periods: 1-month 3.62%, YTD 27.85%, 1-year 38.10%, 3-year 21.55%, 5-year 8.53%.

LAAGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

LAAGX performance comparison shows side-by-side returns with another fund. LAAGX alternatives are available in the Mutual Fund Screener.