LSDOX Mutual Fund

LSDOX Mutual Fund

NAV$15.00
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Returns Overview

1 Month
+1.56%
3 Months
-0.01%
6 Months
-0.10%
YTD
+0.02%
1 Year
+0.21%
3 Years (annualized)
+2.49%
5 Years (annualized)
+0.72%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSDOX 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 1-5 Year Short Municipal Bond Index(^BYSMRMBI)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
-0.87%
vs Peers
+0.88%

LSDOX Mutual Fund Performance

LSDOX performance across multiple time periods: 1-month 1.56%, YTD 0.02%, 1-year 0.21%, 3-year 2.49%, 5-year 0.72%, 10-year 1.53%.

LSDOX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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