LSIFX Mutual Fund

LSIFX Mutual Fund

NAV$139.17
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Returns Overview

1 Month
+4.28%
3 Months
+1.35%
6 Months
+4.18%
YTD
+4.07%
1 Year
+5.95%
3 Years (annualized)
+10.09%
5 Years (annualized)
+7.03%
10 Years (annualized)
+9.91%

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
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📉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)
+4.07%
Peer Avg (YTD)
+11.21%
vs Peers
-7.14%

LSIFX Mutual Fund Performance

LSIFX performance across multiple time periods: 1-month 4.28%, YTD 4.07%, 1-year 5.95%, 3-year 10.09%, 5-year 7.03%, 10-year 9.91%.

LSIFX returns trail the peer average of 11.21% 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.