LAIEX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
-4.03%
3 Months
+14.54%
6 Months
+16.74%
YTD
+15.89%
1 Year
+17.92%
3 Years (annualized)
+15.46%
5 Years (annualized)
+5.66%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAIEX 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

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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
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+15.89%
Peer Avg (YTD)
+9.16%
vs Peers
+6.73%

LAIEX Mutual Fund Performance

LAIEX performance across multiple time periods: 1-month -4.03%, YTD 15.89%, 1-year 17.92%, 3-year 15.46%, 5-year 5.66%, 10-year 8.01%.

LAIEX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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