LSDRX Mutual Fund

LSDRX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+1.46%
3 Months
-0.13%
6 Months
-0.31%
YTD
-0.05%
1 Year
+0.61%
3 Years (annualized)
+5.03%
5 Years (annualized)
+1.15%
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
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🏦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)
-0.05%
Peer Avg (YTD)
-0.87%
vs Peers
+0.82%

LSDRX Mutual Fund Performance

LSDRX performance across multiple time periods: 1-month 1.46%, YTD -0.05%, 1-year 0.61%, 3-year 5.03%, 5-year 1.15%, 10-year 1.98%.

LSDRX returns outperform the peer average of -0.87% 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.