LLARX Mutual Fund

LLARX Mutual Fund

NAV$15.24
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Returns Overview

1 Month
+1.60%
3 Months
+0.81%
6 Months
+5.42%
YTD
+7.24%
1 Year
+12.16%
3 Years (annualized)
+12.06%
5 Years (annualized)
+5.57%
10 Years (annualized)
+6.87%

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)
+7.24%
Peer Avg (YTD)
+6.28%
vs Peers
+0.96%

LLARX Mutual Fund Performance

LLARX performance across multiple time periods: 1-month 1.60%, YTD 7.24%, 1-year 12.16%, 3-year 12.06%, 5-year 5.57%, 10-year 6.87%.

LLARX returns outperform the peer average of 6.28% 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.