LSIIX Mutual Fund

LSIIX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+0.41%
3 Months
-0.80%
6 Months
-1.82%
YTD
-0.05%
1 Year
+1.98%
3 Years (annualized)
+4.86%
5 Years (annualized)
+0.81%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIIX 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
Bloomberg US Government/Credit Bond Index
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+2.15%
vs Peers
-2.21%

LSIIX Mutual Fund Performance

LSIIX performance across multiple time periods: 1-month 0.41%, YTD -0.05%, 1-year 1.98%, 3-year 4.86%, 5-year 0.81%, 10-year 2.91%.

LSIIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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