LSRCX Mutual Fund

NAV$1.09

Returns Overview

3 Months
+5.83%
6 Months
+10.10%
YTD
+15.96%
1 Year
+24.13%
3 Years (annualized)
+12.45%
5 Years (annualized)
+5.95%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSRCX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.96%
Peer Avg (YTD)
+18.52%
vs Peers
-2.57%

LSRCX Mutual Fund Performance

LSRCX performance across multiple time periods: YTD 15.96%, 1-year 24.13%, 3-year 12.45%, 5-year 5.95%, 10-year 7.12%.

LSRCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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