LLAIX Mutual Fund

LLAIX Mutual Fund

NAV$17.52
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Returns Overview

1 Month
-1.07%
3 Months
+0.17%
6 Months
+3.64%
YTD
+7.93%
1 Year
+12.53%
3 Years (annualized)
+18.64%
5 Years (annualized)
+8.11%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLAIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+6.22%
vs Peers
+1.71%

LLAIX Mutual Fund Performance

LLAIX performance across multiple time periods: 1-month -1.07%, YTD 7.93%, 1-year 12.53%, 3-year 18.64%, 5-year 8.11%, 10-year 9.59%.

LLAIX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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