LSSIX Mutual Fund

LSSIX Mutual Fund

NAV$32.22
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Returns Overview

1 Month
+0.22%
3 Months
-4.54%
6 Months
+1.85%
YTD
+14.13%
1 Year
+14.41%
3 Years (annualized)
+16.50%
5 Years (annualized)
+2.88%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSSIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.13%
Peer Avg (YTD)
+18.46%
vs Peers
-4.33%

LSSIX Mutual Fund Performance

LSSIX performance across multiple time periods: 1-month 0.22%, YTD 14.13%, 1-year 14.41%, 3-year 16.50%, 5-year 2.88%, 10-year 11.66%.

LSSIX returns trail the peer average of 18.46% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

LSSIX vs another fund shows side-by-side returns. LSSIX alternatives are available in the Mutual Fund Screener.