LSFNX Mutual Fund

LSFNX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
+0.86%
3 Months
+1.34%
6 Months
+2.36%
YTD
+2.28%
1 Year
+3.95%
3 Years (annualized)
+6.87%
5 Years (annualized)
+4.98%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSFNX 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)
+2.28%
Peer Avg (YTD)
+0.12%
vs Peers
+2.15%

LSFNX Mutual Fund Performance

LSFNX performance across multiple time periods: 1-month 0.86%, YTD 2.28%, 1-year 3.95%, 3-year 6.87%, 5-year 4.98%, 10-year 4.43%.

LSFNX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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