LSMNX Mutual Fund

LSMNX Mutual Fund

NAV$17.14
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+10.40%
3 Months
+20.10%
6 Months
+21.01%
YTD
+21.01%
1 Year
+26.79%
3 Years (annualized)
+15.06%
5 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSMNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+21.01%
Peer Avg (YTD)
+18.52%
vs Peers
+2.48%

LSMNX Mutual Fund Performance

LSMNX performance across multiple time periods: 1-month 10.40%, YTD 21.01%, 1-year 26.79%, 3-year 15.06%, 5-year 6.79%.

LSMNX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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