LACAX Mutual Fund

LACAX Mutual Fund

NAV$8.51
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Returns Overview

1 Month
-1.91%
3 Months
-13.89%
6 Months
+9.95%
YTD
+4.79%
1 Year
+6.09%
3 Years (annualized)
+11.36%
5 Years (annualized)
+0.60%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LACAX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+4.79%
Peer Avg (YTD)
+6.73%
vs Peers
-1.94%

LACAX Mutual Fund Performance

LACAX performance across multiple time periods: 1-month -1.91%, YTD 4.79%, 1-year 6.09%, 3-year 11.36%, 5-year 0.60%, 10-year 8.11%.

LACAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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