LRSRX Mutual Fund

LRSRX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
-0.52%
3 Months
+5.11%
6 Months
+11.33%
YTD
+17.52%
1 Year
+21.95%
3 Years (annualized)
+11.09%
5 Years (annualized)
+7.12%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSRX 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)
+17.52%
Peer Avg (YTD)
+15.31%
vs Peers
+2.20%

LRSRX Mutual Fund Performance

LRSRX performance across multiple time periods: 1-month -0.52%, YTD 17.52%, 1-year 21.95%, 3-year 11.09%, 5-year 7.12%, 10-year 7.22%.

LRSRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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