LAUVX Mutual Fund

LAUVX Mutual Fund

NAV$2.38
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Returns Overview

1 Month
-1.20%
3 Months
-1.16%
6 Months
-1.46%
YTD
-1.46%
1 Year
+3.55%
3 Years (annualized)
+4.41%
5 Years (annualized)
+0.54%
10 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUVX 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)
-1.46%
Peer Avg (YTD)
+0.12%
vs Peers
-1.58%

LAUVX Mutual Fund Performance

LAUVX performance across multiple time periods: 1-month -1.20%, YTD -1.46%, 1-year 3.55%, 3-year 4.41%, 5-year 0.54%, 10-year 2.98%.

LAUVX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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