LAUYX Mutual Fund

LAUYX Mutual Fund

NAV$2.38
See how much of LAUYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.61%
3 Months
-1.17%
6 Months
-1.89%
YTD
-0.54%
1 Year
+3.47%
3 Years (annualized)
+5.31%
5 Years (annualized)
+0.46%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUYX 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)
-0.54%
Peer Avg (YTD)
+0.12%
vs Peers
-0.66%

LAUYX Mutual Fund Performance

LAUYX performance across multiple time periods: 1-month -1.61%, YTD -0.54%, 1-year 3.47%, 3-year 5.31%, 5-year 0.46%, 10-year 2.89%.

LAUYX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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