LRSYX Mutual Fund

LRSYX Mutual Fund

NAV$24.12
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Returns Overview

1 Month
-0.46%
3 Months
+5.28%
6 Months
+11.62%
YTD
+17.90%
1 Year
+22.61%
3 Years (annualized)
+11.65%
5 Years (annualized)
+7.65%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSYX 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)
+17.90%
Peer Avg (YTD)
+15.31%
vs Peers
+2.59%

LRSYX Mutual Fund Performance

LRSYX performance across multiple time periods: 1-month -0.46%, YTD 17.90%, 1-year 22.61%, 3-year 11.65%, 5-year 7.65%, 10-year 7.76%.

LRSYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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