LSIDX Mutual Fund

NAV$21.08

Returns Overview

1 Month
+0.35%
3 Months
+1.88%
6 Months
+1.75%
YTD
+1.85%
1 Year
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+3.23%
vs Peers
-1.38%

LSIDX Mutual Fund Performance

LSIDX performance across multiple time periods: 1-month 0.35%, YTD 1.85%, 1-year 4.15%.

LSIDX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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