LSCIX Mutual Fund

LSCIX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
+0.25%
3 Months
+0.46%
6 Months
-0.00%
YTD
+1.23%
1 Year
+2.81%
3 Years (annualized)
+4.19%
5 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSCIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+2.15%
vs Peers
-0.92%

LSCIX Mutual Fund Performance

LSCIX performance across multiple time periods: 1-month 0.25%, YTD 1.23%, 1-year 2.81%, 3-year 4.19%, 5-year 2.09%.

LSCIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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