LSDAX Mutual Fund

LSDAX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
+0.37%
3 Months
+0.17%
6 Months
-0.47%
YTD
+0.31%
1 Year
+1.17%
3 Years (annualized)
+2.69%
5 Years (annualized)
+0.80%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSDAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year Short Municipal Bond Index(^BYSMRMBI)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+0.15%
vs Peers
+0.16%

LSDAX Mutual Fund Performance

LSDAX performance across multiple time periods: 1-month 0.37%, YTD 0.31%, 1-year 1.17%, 3-year 2.69%, 5-year 0.80%, 10-year 1.15%.

LSDAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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