LAPIX Mutual Fund

LAPIX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+0.52%
3 Months
-0.58%
6 Months
-2.26%
YTD
-0.10%
1 Year
+2.23%
3 Years (annualized)
+4.44%
5 Years (annualized)
+0.02%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAPIX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+0.56%
vs Peers
-0.66%

LAPIX Mutual Fund Performance

LAPIX performance across multiple time periods: 1-month 0.52%, YTD -0.10%, 1-year 2.23%, 3-year 4.44%, 5-year 0.02%, 10-year 0.85%.

LAPIX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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