LSAIX Mutual Fund

LSAIX Mutual Fund

NAV$11.39
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Returns Overview

1 Month
-0.94%
3 Months
+3.29%
6 Months
+5.55%
YTD
+11.53%
1 Year
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSAIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+5.92%
vs Peers
+5.60%

LSAIX Mutual Fund Performance

LSAIX performance across multiple time periods: 1-month -0.94%, YTD 11.53%, 1-year 13.15%.

LSAIX returns outperform the peer average of 5.92% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

LSAIX vs another fund shows side-by-side returns. LSAIX alternatives are available in the Mutual Fund Screener.