LSIZX Mutual Fund

LSIZX Mutual Fund

NAV$21.20
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Returns Overview

1 Month
-0.85%
3 Months
+0.04%
6 Months
+0.72%
YTD
+0.98%
1 Year
+3.48%
3 Years (annualized)
+5.95%
5 Years (annualized)
+1.99%
10 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIZX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+0.12%
vs Peers
+0.86%

LSIZX Mutual Fund Performance

LSIZX performance across multiple time periods: 1-month -0.85%, YTD 0.98%, 1-year 3.48%, 3-year 5.95%, 5-year 1.99%, 10-year 3.75%.

LSIZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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