LSFCX Mutual Fund

LSFCX Mutual Fund

NAV$7.83
See how much of LSFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.78%
3 Months
+1.07%
6 Months
+1.83%
YTD
+1.78%
1 Year
+2.86%
3 Years (annualized)
+5.61%
5 Years (annualized)
+3.65%
10 Years (annualized)
+3.25%

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)
+1.78%
Peer Avg (YTD)
+0.12%
vs Peers
+1.66%

LSFCX Mutual Fund Performance

LSFCX performance across multiple time periods: 1-month 0.78%, YTD 1.78%, 1-year 2.86%, 3-year 5.61%, 5-year 3.65%, 10-year 3.25%.

LSFCX returns outperform the peer average of 0.12% 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.