LSIRX Mutual Fund

LSIRX Mutual Fund

NAV$41.70
See how much of LSIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.45%
3 Months
-1.63%
6 Months
+0.14%
YTD
+3.90%
1 Year
+4.80%
3 Years (annualized)
+12.04%
5 Years (annualized)
+1.11%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+8.01%
vs Peers
-4.11%

LSIRX Mutual Fund Performance

LSIRX performance across multiple time periods: 1-month 6.45%, YTD 3.90%, 1-year 4.80%, 3-year 12.04%, 5-year 1.11%, 10-year 8.38%.

LSIRX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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