LSOFX Mutual Fund

NAV$14.60

Returns Overview

1 Month
+0.90%
3 Months
-21.51%
6 Months
-21.04%
YTD
-19.16%
1 Year
+3.63%
3 Years (annualized)
+7.03%
5 Years (annualized)
+7.05%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSOFX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-19.16%
Peer Avg (YTD)
+3.78%
vs Peers
-22.94%

LSOFX Mutual Fund Performance

LSOFX performance across multiple time periods: 1-month 0.90%, YTD -19.16%, 1-year 3.63%, 3-year 7.03%, 5-year 7.05%, 10-year 7.92%.

LSOFX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.69%, investors should weigh costs against performance when evaluating this mutual fund.

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