LRSFX Mutual Fund

LRSFX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
+3.93%
3 Months
-2.53%
6 Months
+2.61%
YTD
+14.86%
1 Year
+19.42%
3 Years (annualized)
+15.93%
5 Years (annualized)
+6.06%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.86%
Peer Avg (YTD)
+12.21%
vs Peers
+2.65%

LRSFX Mutual Fund Performance

LRSFX performance across multiple time periods: 1-month 3.93%, YTD 14.86%, 1-year 19.42%, 3-year 15.93%, 5-year 6.06%, 10-year 7.55%.

LRSFX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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