LAPWX Mutual Fund

NAV$12.62

Returns Overview

1 Month
+0.20%
3 Months
+0.64%
6 Months
-0.48%
YTD
-0.40%
1 Year
+2.24%
3 Years (annualized)
+4.79%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAPWX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+1.76%
vs Peers
-2.17%

LAPWX Mutual Fund Performance

LAPWX performance across multiple time periods: 1-month 0.20%, YTD -0.40%, 1-year 2.24%, 3-year 4.79%, 5-year 0.47%, 10-year 1.14%.

LAPWX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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