LSIFX Mutual Fund

LSIFX Mutual Fund

NAV$140.89
See how much of LSIFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.69%
3 Months
+2.28%
6 Months
+3.09%
YTD
+0.04%
1 Year
+2.48%
3 Years (annualized)
+10.17%
5 Years (annualized)
+2.89%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIFX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+9.41%
vs Peers
-9.37%

LSIFX Mutual Fund Performance

LSIFX performance across multiple time periods: 1-month -3.69%, YTD 0.04%, 1-year 2.48%, 3-year 10.17%, 5-year 2.89%, 10-year 7.63%.

LSIFX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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