LSEIX Mutual Fund

LSEIX Mutual Fund

NAV$18.95
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Returns Overview

1 Month
+1.70%
3 Months
+5.35%
6 Months
+7.48%
YTD
+9.71%
1 Year
+17.90%
3 Years (annualized)
+15.24%
5 Years (annualized)
+9.74%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSEIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+4.85%
vs Peers
+4.86%

LSEIX Mutual Fund Performance

LSEIX performance across multiple time periods: 1-month 1.70%, YTD 9.71%, 1-year 17.90%, 3-year 15.24%, 5-year 9.74%, 10-year 7.52%.

LSEIX returns outperform the peer average of 4.85% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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