LSFLX Mutual Fund

LSFLX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
+1.48%
3 Months
-2.09%
6 Months
+3.14%
YTD
+5.19%
1 Year
+9.67%
3 Years (annualized)
+20.57%
5 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSFLX 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
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🏦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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.19%
Peer Avg (YTD)
+12.44%
vs Peers
-7.25%

LSFLX Mutual Fund Performance

LSFLX performance across multiple time periods: 1-month 1.48%, YTD 5.19%, 1-year 9.67%, 3-year 20.57%, 5-year 9.99%.

LSFLX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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