LKSCX Mutual Fund

LKSCX Mutual Fund

NAV$23.36
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Returns Overview

1 Month
+1.32%
3 Months
+1.45%
6 Months
+3.45%
YTD
+7.43%
1 Year
+13.43%
3 Years (annualized)
+14.67%
5 Years (annualized)
+5.95%
10 Years (annualized)
+11.38%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+15.20%
vs Peers
-7.77%

LKSCX Mutual Fund Performance

LKSCX performance across multiple time periods: 1-month 1.32%, YTD 7.43%, 1-year 13.43%, 3-year 14.67%, 5-year 5.95%, 10-year 11.38%.

LKSCX returns trail the peer average of 15.20% 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.