LABYX Mutual Fund

LABYX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
-1.28%
3 Months
+1.57%
6 Months
+3.41%
YTD
+4.76%
1 Year
+11.57%
3 Years (annualized)
+12.51%
5 Years (annualized)
+5.86%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABYX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+5.54%
vs Peers
-0.78%

LABYX Mutual Fund Performance

LABYX performance across multiple time periods: 1-month -1.28%, YTD 4.76%, 1-year 11.57%, 3-year 12.51%, 5-year 5.86%, 10-year 7.40%.

LABYX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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