LAUSX Mutual Fund

NAV$2.38

Returns Overview

1 Month
-2.06%
3 Months
-2.46%
6 Months
-3.64%
YTD
-3.64%
1 Year
+1.93%
3 Years (annualized)
+4.34%
5 Years (annualized)
-0.39%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUSX 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%

LAUSX Mutual Fund Performance

LAUSX performance across multiple time periods: 1-month -2.06%, YTD -3.64%, 1-year 1.93%, 3-year 4.34%, 5-year -0.39%, 10-year 2.08%.

LAUSX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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