LKSCX Mutual Fund

LKSCX Mutual Fund

NAV$23.71
See how much of LKSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.35%
3 Months
+1.39%
6 Months
+4.09%
YTD
+6.03%
1 Year
+17.25%
3 Years (annualized)
+13.37%
5 Years (annualized)
+6.20%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKSCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+15.31%
vs Peers
-9.28%

LKSCX Mutual Fund Performance

LKSCX performance across multiple time periods: 1-month -3.35%, YTD 6.03%, 1-year 17.25%, 3-year 13.37%, 5-year 6.20%, 10-year 11.24%.

LKSCX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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