LACAX Mutual Fund

LACAX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-10.72%
3 Months
+0.75%
6 Months
+3.66%
YTD
+8.64%
1 Year
+15.63%
3 Years (annualized)
+9.64%
5 Years (annualized)
+0.77%
10 Years (annualized)
+8.63%

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)
+8.64%
Peer Avg (YTD)
+9.54%
vs Peers
-0.90%

LACAX Mutual Fund Performance

LACAX performance across multiple time periods: 1-month -10.72%, YTD 8.64%, 1-year 15.63%, 3-year 9.64%, 5-year 0.77%, 10-year 8.63%.

LACAX returns trail the peer average of 9.54% 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.