LANIX Mutual Fund

LANIX Mutual Fund

NAV$18.97
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Returns Overview

1 Month
+2.48%
3 Months
+1.73%
6 Months
+9.76%
YTD
+11.76%
1 Year
+18.80%
3 Years (annualized)
+18.72%
5 Years (annualized)
+10.46%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LANIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.76%
Peer Avg (YTD)
+7.17%
vs Peers
+4.58%

LANIX Mutual Fund Performance

LANIX performance across multiple time periods: 1-month 2.48%, YTD 11.76%, 1-year 18.80%, 3-year 18.72%, 5-year 10.46%, 10-year 10.94%.

LANIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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