LSMNX Mutual Fund

LSMNX Mutual Fund

NAV$16.69
See how much of LSMNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.94%
3 Months
+3.52%
6 Months
+8.00%
YTD
+13.82%
1 Year
+19.69%
3 Years (annualized)
+11.81%
5 Years (annualized)
+3.32%
10 Years (annualized)
+11.17%

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)
+13.82%
Peer Avg (YTD)
+15.31%
vs Peers
-1.49%

LSMNX Mutual Fund Performance

LSMNX performance across multiple time periods: 1-month -5.94%, YTD 13.82%, 1-year 19.69%, 3-year 11.81%, 5-year 3.32%, 10-year 11.17%.

LSMNX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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