LAUYX Mutual Fund

LAUYX Mutual Fund

NAV$2.39
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Returns Overview

1 Month
+0.45%
3 Months
+1.31%
6 Months
-0.28%
YTD
-0.28%
1 Year
+2.86%
3 Years (annualized)
+5.07%
5 Years (annualized)
+0.41%
10 Years (annualized)
+2.91%

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
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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)
-0.28%
Peer Avg (YTD)
+3.23%
vs Peers
-3.51%

LAUYX Mutual Fund Performance

LAUYX performance across multiple time periods: 1-month 0.45%, YTD -0.28%, 1-year 2.86%, 3-year 5.07%, 5-year 0.41%, 10-year 2.91%.

LAUYX returns trail the peer average of 3.23% 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.