LRSFX Mutual Fund

LRSFX Mutual Fund

NAV$17.27
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Returns Overview

1 Month
-0.46%
3 Months
+5.27%
6 Months
+11.56%
YTD
+17.84%
1 Year
+22.45%
3 Years (annualized)
+11.55%
5 Years (annualized)
+7.56%
10 Years (annualized)
+7.65%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.84%
Peer Avg (YTD)
+15.31%
vs Peers
+2.53%

LRSFX Mutual Fund Performance

LRSFX performance across multiple time periods: 1-month -0.46%, YTD 17.84%, 1-year 22.45%, 3-year 11.55%, 5-year 7.56%, 10-year 7.65%.

LRSFX returns outperform the peer average of 15.31% 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.