LAIDX Mutual Fund

NAV$12.30

Returns Overview

1 Month
+1.41%
3 Months
+11.29%
6 Months
+12.27%
YTD
+10.91%
1 Year
+26.73%
3 Years (annualized)
+20.76%
5 Years (annualized)
+11.40%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAIDX 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

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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
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+8.71%
vs Peers
+2.20%

LAIDX Mutual Fund Performance

LAIDX performance across multiple time periods: 1-month 1.41%, YTD 10.91%, 1-year 26.73%, 3-year 20.76%, 5-year 11.40%, 10-year 9.33%.

LAIDX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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