LAPVX Mutual Fund

NAV$12.54

Returns Overview

1 Month
+0.27%
3 Months
+0.62%
6 Months
-0.50%
YTD
-0.42%
1 Year
+2.18%
3 Years (annualized)
+4.72%
5 Years (annualized)
+0.40%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAPVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+1.76%
vs Peers
-2.19%

LAPVX Mutual Fund Performance

LAPVX performance across multiple time periods: 1-month 0.27%, YTD -0.42%, 1-year 2.18%, 3-year 4.72%, 5-year 0.40%, 10-year 1.25%.

LAPVX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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