LSDAX Mutual Fund

NAV$15.07

Returns Overview

1 Month
+0.30%
3 Months
+0.74%
6 Months
+0.44%
YTD
+0.44%
1 Year
+2.06%
3 Years (annualized)
+2.76%
5 Years (annualized)
+0.86%
10 Years (annualized)
+1.18%

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
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
Bloomberg 1-5 Year Short Municipal Bond Index(^BYSMRMBI)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+1.79%
vs Peers
-1.35%

LSDAX Mutual Fund Performance

LSDAX performance across multiple time periods: 1-month 0.30%, YTD 0.44%, 1-year 2.06%, 3-year 2.76%, 5-year 0.86%, 10-year 1.18%.

LSDAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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