LSIUX Mutual Fund

LSIUX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
+1.09%
3 Months
+6.00%
6 Months
+7.45%
YTD
+14.73%
1 Year
+30.20%
3 Years (annualized)
+17.76%
5 Years (annualized)
+11.36%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIUX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.73%
Peer Avg (YTD)
+11.12%
vs Peers
+3.61%

LSIUX Mutual Fund Performance

LSIUX performance across multiple time periods: 1-month 1.09%, YTD 14.73%, 1-year 30.20%, 3-year 17.76%, 5-year 11.36%, 10-year 8.55%.

LSIUX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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