LSGSX Mutual Fund

LSGSX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-0.84%
3 Months
-1.05%
6 Months
-0.23%
YTD
+0.18%
1 Year
+2.32%
3 Years (annualized)
+3.47%
5 Years (annualized)
-0.07%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSGSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.18%
Peer Avg (YTD)
+0.12%
vs Peers
+0.06%

LSGSX Mutual Fund Performance

LSGSX performance across multiple time periods: 1-month -0.84%, YTD 0.18%, 1-year 2.32%, 3-year 3.47%, 5-year -0.07%, 10-year 2.41%.

LSGSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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