LSFCX Mutual Fund

LSFCX Mutual Fund

NAV$7.79
See how much of LSFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.76%
3 Months
+1.54%
6 Months
+3.80%
YTD
+2.55%
1 Year
+3.23%
3 Years (annualized)
+5.47%
5 Years (annualized)
+3.77%
10 Years (annualized)
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSFCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+2.15%
vs Peers
+0.40%

LSFCX Mutual Fund Performance

LSFCX performance across multiple time periods: 1-month 0.76%, YTD 2.55%, 1-year 3.23%, 3-year 5.47%, 5-year 3.77%, 10-year 3.24%.

LSFCX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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