LAMYX Mutual Fund

NAV$28.24

Returns Overview

1 Month
+1.20%
3 Months
+9.27%
6 Months
+8.50%
YTD
+7.56%
1 Year
+18.72%
3 Years (annualized)
+18.23%
5 Years (annualized)
+11.83%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMYX 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)
+7.56%
Peer Avg (YTD)
+9.51%
vs Peers
-1.94%

LAMYX Mutual Fund Performance

LAMYX performance across multiple time periods: 1-month 1.20%, YTD 7.56%, 1-year 18.72%, 3-year 18.23%, 5-year 11.83%, 10-year 13.04%.

LAMYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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