LKSMX Mutual Fund

LKSMX Mutual Fund

NAV$11.55
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Returns Overview

1 Month
-4.10%
3 Months
-8.62%
6 Months
+2.74%
YTD
-1.84%
1 Year
+0.48%
3 Years (annualized)
+10.97%
5 Years (annualized)
+4.47%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKSMX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
-1.84%
Peer Avg (YTD)
+10.34%
vs Peers
-12.18%

LKSMX Mutual Fund Performance

LKSMX performance across multiple time periods: 1-month -4.10%, YTD -1.84%, 1-year 0.48%, 3-year 10.97%, 5-year 4.47%, 10-year 10.66%.

LKSMX 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.

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