LSPIX Mutual Fund

NAV$5.67

Returns Overview

1 Month
-0.90%
3 Months
+1.44%
6 Months
+5.54%
YTD
+4.76%
1 Year
+10.93%
3 Years (annualized)
+10.06%
5 Years (annualized)
+3.18%
10 Years (annualized)
+4.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSPIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+6.73%
vs Peers
-1.96%

LSPIX Mutual Fund Performance

LSPIX performance across multiple time periods: 1-month -0.90%, YTD 4.76%, 1-year 10.93%, 3-year 10.06%, 5-year 3.18%, 10-year 4.96%.

LSPIX returns trail the peer average of 6.73% YTD. With an expense ratio of 3.61%, investors should weigh costs against performance when evaluating this mutual fund.

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