LKSCX Mutual Fund

LKSCX Mutual Fund

NAV$24.71
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Returns Overview

1 Month
+3.59%
3 Months
+12.92%
6 Months
+10.65%
YTD
+9.70%
1 Year
+24.64%
3 Years (annualized)
+15.05%
5 Years (annualized)
+5.53%
10 Years (annualized)
+11.82%

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)
+9.70%
Peer Avg (YTD)
+18.52%
vs Peers
-8.83%

LKSCX Mutual Fund Performance

LKSCX performance across multiple time periods: 1-month 3.59%, YTD 9.70%, 1-year 24.64%, 3-year 15.05%, 5-year 5.53%, 10-year 11.82%.

LKSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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