LSPCX Mutual Fund

LSPCX Mutual Fund

NAV$5.42
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Returns Overview

1 Month
+0.36%
3 Months
-1.88%
6 Months
-1.72%
YTD
+4.84%
1 Year
+8.69%
3 Years (annualized)
+10.00%
5 Years (annualized)
+1.71%
10 Years (annualized)
+3.91%

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
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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)
+4.84%
Peer Avg (YTD)
+6.22%
vs Peers
-1.38%

LSPCX Mutual Fund Performance

LSPCX performance across multiple time periods: 1-month 0.36%, YTD 4.84%, 1-year 8.69%, 3-year 10.00%, 5-year 1.71%, 10-year 3.91%.

LSPCX returns trail the peer average of 6.22% YTD. With an expense ratio of 4.61%, investors should weigh costs against performance when evaluating this mutual fund.

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