LSIOX Mutual Fund

NAV$8.96

Returns Overview

1 Month
+0.29%
3 Months
+2.80%
6 Months
+2.50%
YTD
+2.50%
1 Year
+7.46%
3 Years (annualized)
+9.43%
5 Years (annualized)
+3.91%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+3.23%
vs Peers
-0.73%

LSIOX Mutual Fund Performance

LSIOX performance across multiple time periods: 1-month 0.29%, YTD 2.50%, 1-year 7.46%, 3-year 9.43%, 5-year 3.91%, 10-year 5.84%.

LSIOX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

LSIOX performance comparison shows side-by-side returns with another fund. LSIOX alternatives are available in the Mutual Fund Screener.