LSITX Mutual Fund

NAV$74.59

Returns Overview

1 Month
-2.80%
3 Months
+13.26%
6 Months
+2.46%
YTD
+2.73%
1 Year
+5.34%
3 Years (annualized)
+16.08%
5 Years (annualized)
+12.42%
10 Years (annualized)
+16.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSITX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+8.97%
vs Peers
-6.24%

LSITX Mutual Fund Performance

LSITX performance across multiple time periods: 1-month -2.80%, YTD 2.73%, 1-year 5.34%, 3-year 16.08%, 5-year 12.42%, 10-year 16.79%.

LSITX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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