LRSQX Mutual Fund

NAV$14.50

Returns Overview

1 Month
-0.62%
3 Months
+5.53%
6 Months
+9.93%
YTD
+16.37%
1 Year
+24.68%
3 Years (annualized)
+12.94%
5 Years (annualized)
+10.61%
10 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSQX 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

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)
+16.37%
Peer Avg (YTD)
+18.52%
vs Peers
-2.15%

LRSQX Mutual Fund Performance

LRSQX performance across multiple time periods: 1-month -0.62%, YTD 16.37%, 1-year 24.68%, 3-year 12.94%, 5-year 10.61%, 10-year 14.70%.

LRSQX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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