LKSMX Mutual Fund

LKSMX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+2.67%
3 Months
+12.44%
6 Months
+8.28%
YTD
+7.43%
1 Year
+12.62%
3 Years (annualized)
+13.55%
5 Years (annualized)
+10.22%
10 Years (annualized)
+19.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKSMX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+18.52%
vs Peers
-11.09%

LKSMX Mutual Fund Performance

LKSMX performance across multiple time periods: 1-month 2.67%, YTD 7.43%, 1-year 12.62%, 3-year 13.55%, 5-year 10.22%, 10-year 19.17%.

LKSMX 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.

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