LSDRX Mutual Fund

NAV$9.45

Returns Overview

1 Month
-0.63%
3 Months
-1.05%
6 Months
-2.07%
YTD
-2.07%
1 Year
+2.97%
3 Years (annualized)
+4.88%
5 Years (annualized)
+1.14%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSDRX 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
BLOOMBERG US INTERMEDIATE GOVERNMENT/CREDIT BOND INDEX
This Mutual Fund (YTD)
-2.07%
Peer Avg (YTD)
+1.79%
vs Peers
-3.86%

LSDRX Mutual Fund Performance

LSDRX performance across multiple time periods: 1-month -0.63%, YTD -2.07%, 1-year 2.97%, 3-year 4.88%, 5-year 1.14%, 10-year 2.04%.

LSDRX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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