LRSPX Mutual Fund

NAV$15.41

Returns Overview

1 Month
+6.58%
3 Months
+17.44%
6 Months
+18.91%
YTD
+18.17%
1 Year
+24.91%
3 Years (annualized)
+13.12%
5 Years (annualized)
+10.01%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSPX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.17%
Peer Avg (YTD)
+18.52%
vs Peers
-0.36%

LRSPX Mutual Fund Performance

LRSPX performance across multiple time periods: 1-month 6.58%, YTD 18.17%, 1-year 24.91%, 3-year 13.12%, 5-year 10.01%, 10-year 9.45%.

LRSPX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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