LIRSX Mutual Fund

NAV$12.18

Returns Overview

1 Month
+1.36%
3 Months
+11.14%
6 Months
+12.14%
YTD
+10.77%
1 Year
+26.38%
3 Years (annualized)
+20.41%
5 Years (annualized)
+11.09%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIRSX 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
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+8.71%
vs Peers
+2.05%

LIRSX Mutual Fund Performance

LIRSX performance across multiple time periods: 1-month 1.36%, YTD 10.77%, 1-year 26.38%, 3-year 20.41%, 5-year 11.09%, 10-year 9.00%.

LIRSX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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