LAMQX Mutual Fund

NAV$28.09

Returns Overview

1 Month
+1.15%
3 Months
+9.09%
6 Months
+8.15%
YTD
+7.27%
1 Year
+18.04%
3 Years (annualized)
+17.52%
5 Years (annualized)
+11.15%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+9.51%
vs Peers
-2.24%

LAMQX Mutual Fund Performance

LAMQX performance across multiple time periods: 1-month 1.15%, YTD 7.27%, 1-year 18.04%, 3-year 17.52%, 5-year 11.15%, 10-year 12.36%.

LAMQX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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