LSMIX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
+10.42%
3 Months
+20.04%
6 Months
+21.04%
YTD
+21.04%
1 Year
+26.74%
3 Years (annualized)
+15.02%
5 Years (annualized)
+4.94%
10 Years (annualized)
+12.11%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+21.04%
Peer Avg (YTD)
+18.52%
vs Peers
+2.51%

LSMIX Mutual Fund Performance

LSMIX performance across multiple time periods: 1-month 10.42%, YTD 21.04%, 1-year 26.74%, 3-year 15.02%, 5-year 4.94%, 10-year 12.11%.

LSMIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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