LSTIX Mutual Fund

NAV$13.14

Returns Overview

1 Month
-3.28%
3 Months
+4.10%
6 Months
+20.51%
YTD
+5.02%
1 Year
+13.77%
3 Years (annualized)
+1.66%
5 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSTIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+6.64%
vs Peers
-1.61%

LSTIX Mutual Fund Performance

LSTIX performance across multiple time periods: 1-month -3.28%, YTD 5.02%, 1-year 13.77%, 3-year 1.66%, 5-year 8.46%.

LSTIX returns trail the peer average of 6.64% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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