LSPAX Mutual Fund

NAV$5.66

Returns Overview

1 Month
-0.92%
3 Months
+1.53%
6 Months
+5.54%
YTD
+4.58%
1 Year
+10.73%
3 Years (annualized)
+9.81%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+6.73%
vs Peers
-2.15%

LSPAX Mutual Fund Performance

LSPAX performance across multiple time periods: 1-month -0.92%, YTD 4.58%, 1-year 10.73%, 3-year 9.81%, 5-year 2.78%, 10-year 4.59%.

LSPAX returns trail the peer average of 6.73% YTD. With an expense ratio of 3.86%, investors should weigh costs against performance when evaluating this mutual fund.

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