LSFIX Mutual Fund

NAV$11.93

Returns Overview

3 Months
+1.09%
6 Months
+0.42%
YTD
+0.42%
1 Year
+4.36%
3 Years (annualized)
+6.75%
5 Years (annualized)
+2.09%
10 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+3.23%
vs Peers
-2.81%

LSFIX Mutual Fund Performance

LSFIX performance across multiple time periods: YTD 0.42%, 1-year 4.36%, 3-year 6.75%, 5-year 2.09%, 10-year 3.90%.

LSFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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