LAPWX Mutual Fund

LAPWX Mutual Fund

NAV$12.15
See how much of LAPWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
-0.63%
6 Months
-2.29%
YTD
-0.04%
1 Year
+2.33%
3 Years (annualized)
+4.52%
5 Years (annualized)
+0.12%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAPWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+0.56%
vs Peers
-0.60%

LAPWX Mutual Fund Performance

LAPWX performance across multiple time periods: 1-month 0.45%, YTD -0.04%, 1-year 2.33%, 3-year 4.52%, 5-year 0.12%, 10-year 0.91%.

LAPWX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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