LROSX Mutual Fund

LROSX Mutual Fund

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Returns Overview

1 Month
+0.40%
3 Months
+0.82%
6 Months
+1.36%
YTD
+2.25%
1 Year
+3.68%
3 Years (annualized)
+5.02%
5 Years (annualized)
+1.78%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LROSX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+0.20%
vs Peers
+2.04%

LROSX Mutual Fund Performance

LROSX performance across multiple time periods: 1-month 0.40%, YTD 2.25%, 1-year 3.68%, 3-year 5.02%, 5-year 1.78%, 10-year 2.68%.

LROSX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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