LSITX Mutual Fund

LSITX Mutual Fund

NAV$78.77
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Returns Overview

1 Month
+4.60%
3 Months
+0.52%
6 Months
+12.01%
YTD
+5.96%
1 Year
+8.07%
3 Years (annualized)
+25.90%
5 Years (annualized)
+17.46%
10 Years (annualized)
+21.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSITX 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
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📉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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+8.51%
vs Peers
-2.55%

LSITX Mutual Fund Performance

LSITX performance across multiple time periods: 1-month 4.60%, YTD 5.96%, 1-year 8.07%, 3-year 25.90%, 5-year 17.46%, 10-year 21.64%.

LSITX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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