LSMSX Mutual Fund

LSMSX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
+3.80%
3 Months
-1.44%
6 Months
-1.61%
YTD
-0.22%
1 Year
+0.11%
3 Years (annualized)
+5.30%
5 Years (annualized)
+0.81%
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)
-0.22%
Peer Avg (YTD)
-0.87%
vs Peers
+0.64%

LSMSX Mutual Fund Performance

LSMSX performance across multiple time periods: 1-month 3.80%, YTD -0.22%, 1-year 0.11%, 3-year 5.30%, 5-year 0.81%, 10-year 2.29%.

LSMSX returns outperform the peer average of -0.87% 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.