LLAAX Mutual Fund

NAV$9.52

Returns Overview

1 Month
+0.25%
3 Months
+1.94%
6 Months
+1.09%
YTD
+1.19%
1 Year
+4.92%
3 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLAAX 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
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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

This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+1.80%
vs Peers
-0.61%

LLAAX Mutual Fund Performance

LLAAX performance across multiple time periods: 1-month 0.25%, YTD 1.19%, 1-year 4.92%, 3-year 4.66%.

LLAAX returns trail the peer average of 1.80% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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