LRSCX Mutual Fund

NAV$17.08

Returns Overview

1 Month
+0.47%
3 Months
+7.42%
6 Months
+12.37%
YTD
+17.79%
1 Year
+25.22%
3 Years (annualized)
+13.32%
5 Years (annualized)
+6.80%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.79%
Peer Avg (YTD)
+18.52%
vs Peers
-0.73%

LRSCX Mutual Fund Performance

LRSCX performance across multiple time periods: 1-month 0.47%, YTD 17.79%, 1-year 25.22%, 3-year 13.32%, 5-year 6.80%, 10-year 10.93%.

LRSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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