LAUSX Mutual Fund

LAUSX Mutual Fund

NAV$2.39
See how much of LAUSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.68%
3 Months
-1.71%
6 Months
-2.17%
YTD
-2.17%
1 Year
+2.17%
3 Years (annualized)
+3.49%
5 Years (annualized)
-0.96%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.17%
Peer Avg (YTD)
+0.12%
vs Peers
-2.29%

LAUSX Mutual Fund Performance

LAUSX performance across multiple time periods: 1-month -1.68%, YTD -2.17%, 1-year 2.17%, 3-year 3.49%, 5-year -0.96%, 10-year 1.74%.

LAUSX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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