LSMIX Mutual Fund

LSMIX Mutual Fund

NAV$16.06
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Returns Overview

1 Month
+1.47%
3 Months
-3.58%
6 Months
-0.13%
YTD
+9.83%
1 Year
+9.22%
3 Years (annualized)
+16.33%
5 Years (annualized)
+1.41%
10 Years (annualized)
+11.23%

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)
+9.83%
Peer Avg (YTD)
+12.21%
vs Peers
-2.38%

LSMIX Mutual Fund Performance

LSMIX performance across multiple time periods: 1-month 1.47%, YTD 9.83%, 1-year 9.22%, 3-year 16.33%, 5-year 1.41%, 10-year 11.23%.

LSMIX returns trail the peer average of 12.21% 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.