LSPAX Mutual Fund

LSPAX Mutual Fund

NAV$5.33
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Returns Overview

1 Month
+0.19%
3 Months
-2.40%
6 Months
-1.58%
YTD
+5.20%
1 Year
+9.29%
3 Years (annualized)
+10.80%
5 Years (annualized)
+2.85%
10 Years (annualized)
+4.83%

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
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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)
+5.20%
Peer Avg (YTD)
+6.22%
vs Peers
-1.02%

LSPAX Mutual Fund Performance

LSPAX performance across multiple time periods: 1-month 0.19%, YTD 5.20%, 1-year 9.29%, 3-year 10.80%, 5-year 2.85%, 10-year 4.83%.

LSPAX returns trail the peer average of 6.22% YTD. With an expense ratio of 3.86%, investors should weigh costs against performance when evaluating this mutual fund.

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