LAOXX Mutual Fund

LAOXX Mutual Fund

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Returns Overview

1 Month
+0.28%
3 Months
+0.83%
6 Months
+1.65%
YTD
+1.93%
1 Year
+3.48%
3 Years (annualized)
+4.30%
5 Years (annualized)
+4.16%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAOXX 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

This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+1.18%
vs Peers
+0.75%

LAOXX Mutual Fund Performance

LAOXX performance across multiple time periods: 1-month 0.28%, YTD 1.93%, 1-year 3.48%, 3-year 4.30%, 5-year 4.16%, 10-year 2.10%.

LAOXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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