LRSVX Mutual Fund

NAV$24.02

Returns Overview

1 Month
-0.54%
3 Months
+5.77%
6 Months
+10.28%
YTD
+16.83%
1 Year
+25.58%
3 Years (annualized)
+13.71%
5 Years (annualized)
+7.16%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSVX 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)
+16.83%
Peer Avg (YTD)
+18.52%
vs Peers
-1.70%

LRSVX Mutual Fund Performance

LRSVX performance across multiple time periods: 1-month -0.54%, YTD 16.83%, 1-year 25.58%, 3-year 13.71%, 5-year 7.16%, 10-year 9.73%.

LRSVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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