LSRYX Mutual Fund

LSRYX Mutual Fund

NAV$7.68
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Returns Overview

6 Months
-9.43%
YTD
-9.43%
1 Year
+26.52%
3 Years (annualized)
-2.79%
5 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSRYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)

LSRYX Mutual Fund Performance

LSRYX performance across multiple time periods: YTD -9.43%, 1-year 26.52%, 3-year -2.79%, 5-year 6.33%.

LSRYX returns can be compared against peers and benchmarks. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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