LSIFX Mutual Fund

NAV$136.19

Returns Overview

1 Month
-3.27%
3 Months
+2.72%
6 Months
+3.53%
YTD
+0.23%
1 Year
+7.75%
3 Years (annualized)
+9.58%
5 Years (annualized)
+7.05%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIFX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+9.51%
vs Peers
-9.28%

LSIFX Mutual Fund Performance

LSIFX performance across multiple time periods: 1-month -3.27%, YTD 0.23%, 1-year 7.75%, 3-year 9.58%, 5-year 7.05%, 10-year 10.46%.

LSIFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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