LSCRX Mutual Fund

NAV$23.43

Returns Overview

1 Month
+6.90%
3 Months
+18.13%
6 Months
+22.08%
YTD
+22.08%
1 Year
+30.16%
3 Years (annualized)
+21.74%
5 Years (annualized)
+16.40%
10 Years (annualized)
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSCRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.08%
Peer Avg (YTD)
+18.52%
vs Peers
+3.55%

LSCRX Mutual Fund Performance

LSCRX performance across multiple time periods: 1-month 6.90%, YTD 22.08%, 1-year 30.16%, 3-year 21.74%, 5-year 16.40%, 10-year 13.73%.

LSCRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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