LKSCX Mutual Fund

LKSCX Mutual Fund

NAV$23.42
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Returns Overview

1 Month
-3.63%
3 Months
-5.62%
6 Months
+6.58%
YTD
+3.53%
1 Year
+9.08%
3 Years (annualized)
+14.67%
5 Years (annualized)
+5.95%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKSCX 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 Index(^RUT)
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+10.34%
vs Peers
-6.81%

LKSCX Mutual Fund Performance

LKSCX performance across multiple time periods: 1-month -3.63%, YTD 3.53%, 1-year 9.08%, 3-year 14.67%, 5-year 5.95%, 10-year 11.38%.

LKSCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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