LSDRX Mutual Fund

LSDRX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
+0.12%
3 Months
-0.16%
6 Months
-1.05%
YTD
+0.20%
1 Year
+1.64%
3 Years (annualized)
+4.61%
5 Years (annualized)
+0.97%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSDRX 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 US INTERMEDIATE GOVERNMENT/CREDIT BOND INDEX
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+0.15%
vs Peers
+0.05%

LSDRX Mutual Fund Performance

LSDRX performance across multiple time periods: 1-month 0.12%, YTD 0.20%, 1-year 1.64%, 3-year 4.61%, 5-year 0.97%, 10-year 1.98%.

LSDRX 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.

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