LAIEX Mutual Fund

LAIEX Mutual Fund

NAV$24.98
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Returns Overview

1 Month
-5.46%
3 Months
-2.08%
6 Months
+3.71%
YTD
+9.56%
1 Year
+14.56%
3 Years (annualized)
+11.56%
5 Years (annualized)
+4.20%
10 Years (annualized)
+6.87%

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
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
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+8.67%
vs Peers
+0.89%

LAIEX Mutual Fund Performance

LAIEX performance across multiple time periods: 1-month -5.46%, YTD 9.56%, 1-year 14.56%, 3-year 11.56%, 5-year 4.20%, 10-year 6.87%.

LAIEX returns outperform the peer average of 8.67% 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.