LAUQX Mutual Fund

NAV$2.41

Returns Overview

1 Month
-0.01%
3 Months
+0.80%
6 Months
-0.83%
YTD
-0.43%
1 Year
+2.09%
3 Years (annualized)
+4.54%
5 Years (annualized)
-0.17%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+3.23%
vs Peers
-3.65%

LAUQX Mutual Fund Performance

LAUQX performance across multiple time periods: 1-month -0.01%, YTD -0.43%, 1-year 2.09%, 3-year 4.54%, 5-year -0.17%, 10-year 2.31%.

LAUQX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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