LAURX Mutual Fund

NAV$2.38

Returns Overview

1 Month
-2.06%
3 Months
-2.46%
6 Months
-3.64%
YTD
-3.64%
1 Year
+2.14%
3 Years (annualized)
+4.63%
5 Years (annualized)
-0.10%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAURX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.64%
Peer Avg (YTD)
+3.23%
vs Peers
-6.87%

LAURX Mutual Fund Performance

LAURX performance across multiple time periods: 1-month -2.06%, YTD -3.64%, 1-year 2.14%, 3-year 4.63%, 5-year -0.10%, 10-year 2.40%.

LAURX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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