LSDRX Mutual Fund

LSDRX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-0.40%
3 Months
-0.18%
6 Months
-0.25%
YTD
+0.08%
1 Year
+2.61%
3 Years (annualized)
+4.56%
5 Years (annualized)
+0.91%
10 Years (annualized)
+1.96%

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)
+0.08%
Peer Avg (YTD)
+0.23%
vs Peers
-0.15%

LSDRX Mutual Fund Performance

LSDRX performance across multiple time periods: 1-month -0.40%, YTD 0.08%, 1-year 2.61%, 3-year 4.56%, 5-year 0.91%, 10-year 1.96%.

LSDRX returns trail the peer average of 0.23% 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.