LLSCX Mutual Fund

NAV$28.15

Returns Overview

1 Month
+0.58%
3 Months
-2.47%
6 Months
-5.12%
YTD
-4.93%
1 Year
-2.10%
3 Years (annualized)
+7.55%
5 Years (annualized)
+1.17%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLSCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-4.93%
Peer Avg (YTD)
+10.82%
vs Peers
-15.74%

LLSCX Mutual Fund Performance

LLSCX performance across multiple time periods: 1-month 0.58%, YTD -4.93%, 1-year -2.10%, 3-year 7.55%, 5-year 1.17%, 10-year 9.24%.

LLSCX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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