LSFCX Mutual Fund

NAV$7.82

Returns Overview

1 Month
+0.01%
3 Months
+1.64%
6 Months
+1.00%
YTD
+1.00%
1 Year
+2.99%
3 Years (annualized)
+5.83%
5 Years (annualized)
+3.49%
10 Years (annualized)
+3.35%

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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+3.23%
vs Peers
-2.23%

LSFCX Mutual Fund Performance

LSFCX performance across multiple time periods: 1-month 0.01%, YTD 1.00%, 1-year 2.99%, 3-year 5.83%, 5-year 3.49%, 10-year 3.35%.

LSFCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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