LSIDX Mutual Fund

LSIDX Mutual Fund

NAV$21.20
See how much of LSIDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.85%
3 Months
+0.04%
6 Months
+0.68%
YTD
+0.98%
1 Year
+3.48%
3 Years (annualized)
+5.82%
5 Years (annualized)
+1.82%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIDX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+0.12%
vs Peers
+0.86%

LSIDX Mutual Fund Performance

LSIDX performance across multiple time periods: 1-month -0.85%, YTD 0.98%, 1-year 3.48%, 3-year 5.82%, 5-year 1.82%, 10-year 3.42%.

LSIDX 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.

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