LSIOX Mutual Fund

LSIOX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-0.16%
3 Months
+0.64%
6 Months
+1.55%
YTD
+2.33%
1 Year
+6.42%
3 Years (annualized)
+9.16%
5 Years (annualized)
+3.65%
10 Years (annualized)
+5.46%

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
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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
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+0.12%
vs Peers
+2.21%

LSIOX Mutual Fund Performance

LSIOX performance across multiple time periods: 1-month -0.16%, YTD 2.33%, 1-year 6.42%, 3-year 9.16%, 5-year 3.65%, 10-year 5.46%.

LSIOX returns outperform the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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