LASYX Mutual Fund

NAV$9.73

Returns Overview

1 Month
+0.03%
3 Months
+1.16%
6 Months
+1.14%
YTD
+1.14%
1 Year
+5.26%
3 Years (annualized)
+8.10%
5 Years (annualized)
+3.27%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LASYX 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)
+1.14%
Peer Avg (YTD)
+3.23%
vs Peers
-2.09%

LASYX Mutual Fund Performance

LASYX performance across multiple time periods: 1-month 0.03%, YTD 1.14%, 1-year 5.26%, 3-year 8.10%, 5-year 3.27%, 10-year 4.02%.

LASYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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