LAPQX Mutual Fund

LAPQX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
+1.73%
3 Months
-0.80%
6 Months
-2.04%
YTD
-2.73%
1 Year
-2.74%
3 Years (annualized)
+4.04%
5 Years (annualized)
-1.32%
10 Years (annualized)
+0.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAPQX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.73%
Peer Avg (YTD)
-1.17%
vs Peers
-1.56%

LAPQX Mutual Fund Performance

LAPQX performance across multiple time periods: 1-month 1.73%, YTD -2.73%, 1-year -2.74%, 3-year 4.04%, 5-year -1.32%, 10-year 0.10%.

LAPQX returns trail the peer average of -1.17% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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