LSFAX Mutual Fund

LSFAX Mutual Fund

NAV$7.81
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Returns Overview

1 Month
-0.77%
3 Months
+0.35%
6 Months
+1.75%
YTD
+2.59%
1 Year
+3.52%
3 Years (annualized)
+6.07%
5 Years (annualized)
+4.28%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSFAX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+1.93%
vs Peers
+0.66%

LSFAX Mutual Fund Performance

LSFAX performance across multiple time periods: 1-month -0.77%, YTD 2.59%, 1-year 3.52%, 3-year 6.07%, 5-year 4.28%, 10-year 3.80%.

LSFAX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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