LIRSX Mutual Fund

LIRSX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+3.88%
3 Months
+8.96%
6 Months
+10.39%
YTD
+16.48%
1 Year
+33.84%
3 Years (annualized)
+20.42%
5 Years (annualized)
+12.01%
10 Years (annualized)
+9.10%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+16.48%
Peer Avg (YTD)
+11.12%
vs Peers
+5.36%

LIRSX Mutual Fund Performance

LIRSX performance across multiple time periods: 1-month 3.88%, YTD 16.48%, 1-year 33.84%, 3-year 20.42%, 5-year 12.01%, 10-year 9.10%.

LIRSX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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