LRSPX Mutual Fund

LRSPX Mutual Fund

NAV$15.23
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Returns Overview

1 Month
-0.53%
3 Months
+5.14%
6 Months
+11.32%
YTD
+17.55%
1 Year
+22.01%
3 Years (annualized)
+11.13%
5 Years (annualized)
+7.18%
10 Years (annualized)
+7.27%

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
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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)
+17.55%
Peer Avg (YTD)
+15.31%
vs Peers
+2.24%

LRSPX Mutual Fund Performance

LRSPX performance across multiple time periods: 1-month -0.53%, YTD 17.55%, 1-year 22.01%, 3-year 11.13%, 5-year 7.18%, 10-year 7.27%.

LRSPX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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