LSIDX Mutual Fund

LSIDX Mutual Fund

NAV$20.59
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Returns Overview

1 Month
+1.19%
3 Months
-0.54%
6 Months
-0.50%
YTD
+0.43%
1 Year
+0.69%
3 Years (annualized)
+6.88%
5 Years (annualized)
+1.82%
10 Years (annualized)
+3.21%

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
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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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+0.72%
vs Peers
-0.29%

LSIDX Mutual Fund Performance

LSIDX performance across multiple time periods: 1-month 1.19%, YTD 0.43%, 1-year 0.69%, 3-year 6.88%, 5-year 1.82%, 10-year 3.21%.

LSIDX returns trail the peer average of 0.72% 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.