LSPCX Mutual Fund

NAV$5.72

Returns Overview

1 Month
-0.97%
3 Months
+1.12%
6 Months
+5.01%
YTD
+4.26%
1 Year
+9.82%
3 Years (annualized)
+8.93%
5 Years (annualized)
+1.60%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSPCX 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)
+4.26%
Peer Avg (YTD)
+6.73%
vs Peers
-2.47%

LSPCX Mutual Fund Performance

LSPCX performance across multiple time periods: 1-month -0.97%, YTD 4.26%, 1-year 9.82%, 3-year 8.93%, 5-year 1.60%, 10-year 3.64%.

LSPCX returns trail the peer average of 6.73% YTD. With an expense ratio of 4.61%, investors should weigh costs against performance when evaluating this mutual fund.

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