LSRCX Mutual Fund

LSRCX Mutual Fund

NAV$1.07
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Returns Overview

1 Month
+3.88%
3 Months
-2.73%
6 Months
+2.88%
YTD
+13.83%
1 Year
+18.77%
3 Years (annualized)
+15.06%
5 Years (annualized)
+5.17%
10 Years (annualized)
+6.62%

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)
+13.83%
Peer Avg (YTD)
+12.21%
vs Peers
+1.62%

LSRCX Mutual Fund Performance

LSRCX performance across multiple time periods: 1-month 3.88%, YTD 13.83%, 1-year 18.77%, 3-year 15.06%, 5-year 5.17%, 10-year 6.62%.

LSRCX returns outperform the peer average of 12.21% 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.