LRSSX Mutual Fund

NAV$17.44

Returns Overview

1 Month
+6.56%
3 Months
+17.46%
6 Months
+19.00%
YTD
+18.27%
1 Year
+25.22%
3 Years (annualized)
+13.34%
5 Years (annualized)
+6.82%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSSX 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)
+18.27%
Peer Avg (YTD)
+18.52%
vs Peers
-0.26%

LRSSX Mutual Fund Performance

LRSSX performance across multiple time periods: 1-month 6.56%, YTD 18.27%, 1-year 25.22%, 3-year 13.34%, 5-year 6.82%, 10-year 7.95%.

LRSSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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