LACXX Mutual Fund

LACXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.28%
3 Months
+0.56%
6 Months
+0.86%
YTD
+0.86%
1 Year
+2.19%
3 Years (annualized)
+3.79%
5 Years (annualized)
+2.93%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LACXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper US Government Money Market Funds Average
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+1.70%
vs Peers
-0.84%

LACXX Mutual Fund Performance

LACXX performance across multiple time periods: 1-month 0.28%, YTD 0.86%, 1-year 2.19%, 3-year 3.79%, 5-year 2.93%, 10-year 1.79%.

LACXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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