LSMSX Mutual Fund

LSMSX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-0.27%
3 Months
-1.21%
6 Months
-1.32%
YTD
+0.95%
1 Year
+6.01%
3 Years (annualized)
+3.96%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSMSX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.15%
vs Peers
+0.80%

LSMSX Mutual Fund Performance

LSMSX performance across multiple time periods: 1-month -0.27%, YTD 0.95%, 1-year 6.01%, 3-year 3.96%, 5-year 0.80%, 10-year 2.29%.

LSMSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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