LAUSX Mutual Fund

LAUSX Mutual Fund

NAV$2.30
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Returns Overview

1 Month
+0.82%
3 Months
-0.91%
6 Months
-2.55%
YTD
-1.36%
1 Year
+1.77%
3 Years (annualized)
+4.07%
5 Years (annualized)
-0.78%
10 Years (annualized)
+1.72%

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
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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)
-1.36%
Peer Avg (YTD)
+2.15%
vs Peers
-3.52%

LAUSX Mutual Fund Performance

LAUSX performance across multiple time periods: 1-month 0.82%, YTD -1.36%, 1-year 1.77%, 3-year 4.07%, 5-year -0.78%, 10-year 1.72%.

LAUSX returns trail the peer average of 2.15% 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.