LAIIX Mutual Fund

LAIIX Mutual Fund

NAV$10.12
See how much of LAIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.73%
3 Months
-0.85%
6 Months
-1.39%
YTD
+0.37%
1 Year
+4.86%
3 Years (annualized)
+2.99%
5 Years (annualized)
+0.14%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAIIX 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
Bloomberg 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+0.23%
vs Peers
+0.14%

LAIIX Mutual Fund Performance

LAIIX performance across multiple time periods: 1-month -1.73%, YTD 0.37%, 1-year 4.86%, 3-year 2.99%, 5-year 0.14%, 10-year 1.74%.

LAIIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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