LSRCX Mutual Fund

LSRCX Mutual Fund

NAV$1.12
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Returns Overview

3 Months
+5.77%
6 Months
+11.11%
YTD
+18.28%
1 Year
+22.10%
3 Years (annualized)
+10.73%
5 Years (annualized)
+6.66%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSRCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.28%
Peer Avg (YTD)
+15.31%
vs Peers
+2.97%

LSRCX Mutual Fund Performance

LSRCX performance across multiple time periods: YTD 18.28%, 1-year 22.10%, 3-year 10.73%, 5-year 6.66%, 10-year 6.71%.

LSRCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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