LRSRX Mutual Fund

NAV$15.13

Returns Overview

1 Month
+0.46%
3 Months
+6.77%
6 Months
+10.36%
YTD
+16.74%
1 Year
+24.93%
3 Years (annualized)
+13.07%
5 Years (annualized)
+10.63%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSRX 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)
+16.74%
Peer Avg (YTD)
+18.52%
vs Peers
-1.78%

LRSRX Mutual Fund Performance

LRSRX performance across multiple time periods: 1-month 0.46%, YTD 16.74%, 1-year 24.93%, 3-year 13.07%, 5-year 10.63%, 10-year 12.89%.

LRSRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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