LUSOX Mutual Fund

NAV$10.53

Returns Overview

3 Months
+2.73%
6 Months
-5.73%
YTD
-5.65%
1 Year
+3.22%
3 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUSOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-5.65%
Peer Avg (YTD)
-1.88%
vs Peers
-3.77%

LUSOX Mutual Fund Performance

LUSOX performance across multiple time periods: YTD -5.65%, 1-year 3.22%, 3-year 10.13%.

LUSOX returns trail the peer average of -1.88% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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