LSIUX Mutual Fund

NAV$15.86

Returns Overview

1 Month
+0.39%
3 Months
+13.41%
6 Months
+13.49%
YTD
+12.02%
1 Year
+27.58%
3 Years (annualized)
+18.73%
5 Years (annualized)
+10.99%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIUX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+8.71%
vs Peers
+3.31%

LSIUX Mutual Fund Performance

LSIUX performance across multiple time periods: 1-month 0.39%, YTD 12.02%, 1-year 27.58%, 3-year 18.73%, 5-year 10.99%, 10-year 8.73%.

LSIUX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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