LSIRX Mutual Fund

LSIRX Mutual Fund

NAV$40.67
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Returns Overview

1 Month
-1.05%
3 Months
+1.81%
6 Months
+3.73%
YTD
+5.62%
1 Year
+5.41%
3 Years (annualized)
+7.91%
5 Years (annualized)
+2.57%
10 Years (annualized)
+8.42%

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
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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 Index(^RMCC)
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+9.54%
vs Peers
-3.92%

LSIRX Mutual Fund Performance

LSIRX performance across multiple time periods: 1-month -1.05%, YTD 5.62%, 1-year 5.41%, 3-year 7.91%, 5-year 2.57%, 10-year 8.42%.

LSIRX returns trail the peer average of 9.54% 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.