LAPUX Mutual Fund

NAV$12.54

Returns Overview

1 Month
-1.57%
3 Months
-2.11%
6 Months
-3.32%
YTD
-3.39%
1 Year
+2.02%
3 Years (annualized)
+4.49%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAPUX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.39%
Peer Avg (YTD)
+1.76%
vs Peers
-5.15%

LAPUX Mutual Fund Performance

LAPUX performance across multiple time periods: 1-month -1.57%, YTD -3.39%, 1-year 2.02%, 3-year 4.49%, 5-year 0.17%, 10-year 1.08%.

LAPUX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

LAPUX performance comparison shows side-by-side returns with another fund. LAPUX alternatives are available in the Mutual Fund Screener.