LSIRX Mutual Fund

NAV$42.27

Returns Overview

1 Month
-0.89%
3 Months
+1.95%
6 Months
+3.35%
YTD
+5.62%
1 Year
+9.29%
3 Years (annualized)
+8.86%
5 Years (annualized)
+5.02%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIRX 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 Index(^RMCC)
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+10.82%
vs Peers
-5.19%

LSIRX Mutual Fund Performance

LSIRX performance across multiple time periods: 1-month -0.89%, YTD 5.62%, 1-year 9.29%, 3-year 8.86%, 5-year 5.02%, 10-year 9.85%.

LSIRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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