LSIFX Mutual Fund

LSIFX Mutual Fund

NAV$134.75
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Returns Overview

1 Month
-2.23%
3 Months
+0.33%
6 Months
+2.62%
YTD
+0.13%
1 Year
-3.71%
3 Years (annualized)
+11.31%
5 Years (annualized)
+6.82%
10 Years (annualized)
+9.92%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+9.28%
vs Peers
-9.14%

LSIFX Mutual Fund Performance

LSIFX performance across multiple time periods: 1-month -2.23%, YTD 0.13%, 1-year -3.71%, 3-year 11.31%, 5-year 6.82%, 10-year 9.92%.

LSIFX returns trail the peer average of 9.28% 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.