LACAX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
+6.86%
3 Months
+27.68%
6 Months
+21.69%
YTD
+20.07%
1 Year
+32.18%
3 Years (annualized)
+15.00%
5 Years (annualized)
+3.31%
10 Years (annualized)
+10.45%

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
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📉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

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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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+20.07%
Peer Avg (YTD)
+10.82%
vs Peers
+9.26%

LACAX Mutual Fund Performance

LACAX performance across multiple time periods: 1-month 6.86%, YTD 20.07%, 1-year 32.18%, 3-year 15.00%, 5-year 3.31%, 10-year 10.45%.

LACAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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