LSTOX Mutual Fund

NAV$12.08

Returns Overview

1 Month
-25.79%
6 Months
+0.99%
YTD
-2.79%
1 Year
-3.71%
3 Years (annualized)
+6.48%
5 Years (annualized)
+4.53%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSTOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-2.79%
Peer Avg (YTD)
+17.27%
vs Peers
-20.06%

LSTOX Mutual Fund Performance

LSTOX performance across multiple time periods: 1-month -25.79%, YTD -2.79%, 1-year -3.71%, 3-year 6.48%, 5-year 4.53%, 10-year 5.66%.

LSTOX returns trail the peer average of 17.27% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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