LAUVX Mutual Fund

NAV$2.38

Returns Overview

1 Month
+0.04%
3 Months
+0.91%
6 Months
-0.68%
YTD
-0.27%
1 Year
+2.49%
3 Years (annualized)
+5.13%
5 Years (annualized)
+0.39%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAUVX 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)
-0.27%
Peer Avg (YTD)
+3.23%
vs Peers
-3.50%

LAUVX Mutual Fund Performance

LAUVX performance across multiple time periods: 1-month 0.04%, YTD -0.27%, 1-year 2.49%, 3-year 5.13%, 5-year 0.39%, 10-year 1.49%.

LAUVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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