LAMSX Mutual Fund

LAMSX Mutual Fund

NAV$27.09
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Returns Overview

1 Month
+0.97%
3 Months
+2.10%
6 Months
+5.17%
YTD
+8.43%
1 Year
+15.28%
3 Years (annualized)
+17.56%
5 Years (annualized)
+10.48%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMSX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+11.21%
vs Peers
-2.78%

LAMSX Mutual Fund Performance

LAMSX performance across multiple time periods: 1-month 0.97%, YTD 8.43%, 1-year 15.28%, 3-year 17.56%, 5-year 10.48%, 10-year 12.74%.

LAMSX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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