LSRIX Mutual Fund

NAV$7.49

Returns Overview

6 Months
-9.76%
YTD
-9.76%
1 Year
+25.88%
3 Years (annualized)
-3.08%
5 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSRIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)

LSRIX Mutual Fund Performance

LSRIX performance across multiple time periods: YTD -9.76%, 1-year 25.88%, 3-year -3.08%, 5-year 6.05%.

LSRIX returns can be compared against peers and benchmarks. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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