LAIAX Mutual Fund

LAIAX Mutual Fund

NAV$24.30
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Returns Overview

1 Month
-1.72%
3 Months
-0.80%
6 Months
-0.01%
YTD
+4.63%
1 Year
+4.09%
3 Years (annualized)
+4.58%
5 Years (annualized)
-2.31%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAIAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+8.67%
vs Peers
-4.04%

LAIAX Mutual Fund Performance

LAIAX performance across multiple time periods: 1-month -1.72%, YTD 4.63%, 1-year 4.09%, 3-year 4.58%, 5-year -2.31%, 10-year 4.39%.

LAIAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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