LSEIX Mutual Fund

NAV$19.18

Returns Overview

1 Month
+2.12%
3 Months
+7.01%
6 Months
+8.30%
YTD
+7.87%
1 Year
+18.19%
3 Years (annualized)
+15.45%
5 Years (annualized)
+9.66%
10 Years (annualized)
+7.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.87%
Peer Avg (YTD)
+3.78%
vs Peers
+4.09%

LSEIX Mutual Fund Performance

LSEIX performance across multiple time periods: 1-month 2.12%, YTD 7.87%, 1-year 18.19%, 3-year 15.45%, 5-year 9.66%, 10-year 7.49%.

LSEIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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