LRSOX Mutual Fund

LRSOX Mutual Fund

NAV$23.13
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Returns Overview

1 Month
-0.45%
3 Months
+5.30%
6 Months
+11.64%
YTD
+17.94%
1 Year
+22.64%
3 Years (annualized)
+11.75%
5 Years (annualized)
+7.74%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSOX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.94%
Peer Avg (YTD)
+15.31%
vs Peers
+2.63%

LRSOX Mutual Fund Performance

LRSOX performance across multiple time periods: 1-month -0.45%, YTD 17.94%, 1-year 22.64%, 3-year 11.75%, 5-year 7.74%, 10-year 7.82%.

LRSOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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