LKSMX Mutual Fund

LKSMX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
+3.56%
3 Months
-1.02%
6 Months
-0.60%
YTD
+1.66%
1 Year
+4.50%
3 Years (annualized)
+14.53%
5 Years (annualized)
+3.61%
10 Years (annualized)
+11.19%

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)
+1.66%
Peer Avg (YTD)
+12.21%
vs Peers
-10.55%

LKSMX Mutual Fund Performance

LKSMX performance across multiple time periods: 1-month 3.56%, YTD 1.66%, 1-year 4.50%, 3-year 14.53%, 5-year 3.61%, 10-year 11.19%.

LKSMX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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