LAURX Mutual Fund

LAURX Mutual Fund

NAV$2.39
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Returns Overview

1 Month
-1.65%
3 Months
-1.25%
6 Months
-2.05%
YTD
-2.05%
1 Year
+2.53%
3 Years (annualized)
+3.78%
5 Years (annualized)
-0.67%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAURX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.05%
Peer Avg (YTD)
+0.12%
vs Peers
-2.17%

LAURX Mutual Fund Performance

LAURX performance across multiple time periods: 1-month -1.65%, YTD -2.05%, 1-year 2.53%, 3-year 3.78%, 5-year -0.67%, 10-year 2.06%.

LAURX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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