LSIZX Mutual Fund

LSIZX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
+0.14%
3 Months
-0.36%
6 Months
-0.36%
YTD
+1.12%
1 Year
+2.41%
3 Years (annualized)
+6.18%
5 Years (annualized)
+2.00%
10 Years (annualized)
+3.53%

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
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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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.12%
Peer Avg (YTD)
+2.15%
vs Peers
-1.03%

LSIZX Mutual Fund Performance

LSIZX performance across multiple time periods: 1-month 0.14%, YTD 1.12%, 1-year 2.41%, 3-year 6.18%, 5-year 2.00%, 10-year 3.53%.

LSIZX returns trail the peer average of 2.15% 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.