LSMIX Mutual Fund

LSMIX Mutual Fund

NAV$16.68
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Returns Overview

1 Month
-5.89%
3 Months
+3.59%
6 Months
+8.08%
YTD
+13.91%
1 Year
+19.71%
3 Years (annualized)
+11.82%
5 Years (annualized)
+3.32%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSMIX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+13.91%
Peer Avg (YTD)
+15.31%
vs Peers
-1.40%

LSMIX Mutual Fund Performance

LSMIX performance across multiple time periods: 1-month -5.89%, YTD 13.91%, 1-year 19.71%, 3-year 11.82%, 5-year 3.32%, 10-year 11.15%.

LSMIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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