LUSNX Mutual Fund

LUSNX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
+0.22%
3 Months
+0.55%
6 Months
+0.58%
YTD
+0.58%
1 Year
+2.14%
3 Years (annualized)
+4.40%
5 Years (annualized)
+2.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUSNX 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
ICE Bank of America Merrill Lynch US Treasury Bill Index(^IBMLTRSB)
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+3.23%
vs Peers
-2.65%

LUSNX Mutual Fund Performance

LUSNX performance across multiple time periods: 1-month 0.22%, YTD 0.58%, 1-year 2.14%, 3-year 4.40%, 5-year 2.96%.

LUSNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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