LSPAX Mutual Fund

LSPAX Mutual Fund

NAV$5.89
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Returns Overview

1 Month
+3.07%
3 Months
+0.84%
6 Months
+4.01%
YTD
+7.79%
1 Year
+12.29%
3 Years (annualized)
+9.78%
5 Years (annualized)
+3.92%
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
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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)
+7.79%
Peer Avg (YTD)
+6.57%
vs Peers
+1.22%

LSPAX Mutual Fund Performance

LSPAX performance across multiple time periods: 1-month 3.07%, YTD 7.79%, 1-year 12.29%, 3-year 9.78%, 5-year 3.92%, 10-year 4.59%.

LSPAX returns outperform the peer average of 6.57% 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.