LSOFX Mutual Fund

LSOFX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
+4.24%
3 Months
+5.00%
6 Months
+7.83%
YTD
+10.69%
1 Year
+13.79%
3 Years (annualized)
+9.70%
5 Years (annualized)
+6.42%
10 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSOFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+6.11%
vs Peers
+4.59%

LSOFX Mutual Fund Performance

LSOFX performance across multiple time periods: 1-month 4.24%, YTD 10.69%, 1-year 13.79%, 3-year 9.70%, 5-year 6.42%, 10-year 7.57%.

LSOFX returns outperform the peer average of 6.11% YTD. With an expense ratio of 2.94%, investors should weigh costs against performance when evaluating this mutual fund.

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