LSIZX Mutual Fund

NAV$21.08

Returns Overview

1 Month
-1.22%
3 Months
-1.45%
6 Months
-2.04%
YTD
-2.14%
1 Year
+4.15%
3 Years (annualized)
+6.55%
5 Years (annualized)
+2.20%
10 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIZX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
-2.14%
Peer Avg (YTD)
+3.23%
vs Peers
-5.36%

LSIZX Mutual Fund Performance

LSIZX performance across multiple time periods: 1-month -1.22%, YTD -2.14%, 1-year 4.15%, 3-year 6.55%, 5-year 2.20%, 10-year 3.99%.

LSIZX 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.

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