LAIEX Mutual Fund

LAIEX Mutual Fund

NAV$23.14
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Returns Overview

1 Month
-4.18%
3 Months
-3.78%
6 Months
-5.78%
YTD
+5.42%
1 Year
+7.71%
3 Years (annualized)
+15.14%
5 Years (annualized)
+3.48%
10 Years (annualized)
+6.54%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+7.47%
vs Peers
-2.06%

LAIEX Mutual Fund Performance

LAIEX performance across multiple time periods: 1-month -4.18%, YTD 5.42%, 1-year 7.71%, 3-year 15.14%, 5-year 3.48%, 10-year 6.54%.

LAIEX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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