LSPIX Mutual Fund

LSPIX Mutual Fund

NAV$5.82
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Returns Overview

1 Month
+3.30%
3 Months
+1.10%
6 Months
+4.19%
YTD
+8.22%
1 Year
+12.71%
3 Years (annualized)
+10.10%
5 Years (annualized)
+4.35%
10 Years (annualized)
+4.98%

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
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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)
+8.22%
Peer Avg (YTD)
+6.57%
vs Peers
+1.65%

LSPIX Mutual Fund Performance

LSPIX performance across multiple time periods: 1-month 3.30%, YTD 8.22%, 1-year 12.71%, 3-year 10.10%, 5-year 4.35%, 10-year 4.98%.

LSPIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 3.61%, investors should weigh costs against performance when evaluating this mutual fund.

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