LLARX Mutual Fund

LLARX Mutual Fund

NAV$15.33
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Returns Overview

1 Month
-0.79%
3 Months
+2.37%
6 Months
+4.24%
YTD
+5.55%
1 Year
+12.27%
3 Years (annualized)
+11.60%
5 Years (annualized)
+6.02%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLARX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+5.54%
vs Peers
+0.02%

LLARX Mutual Fund Performance

LLARX performance across multiple time periods: 1-month -0.79%, YTD 5.55%, 1-year 12.27%, 3-year 11.60%, 5-year 6.02%, 10-year 7.08%.

LLARX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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