LRSFX Mutual Fund

LRSFX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
-5.67%
3 Months
-6.65%
6 Months
+9.70%
YTD
+10.52%
1 Year
+12.45%
3 Years (annualized)
+12.41%
5 Years (annualized)
+7.13%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+10.34%
vs Peers
+0.17%

LRSFX Mutual Fund Performance

LRSFX performance across multiple time periods: 1-month -5.67%, YTD 10.52%, 1-year 12.45%, 3-year 12.41%, 5-year 7.13%, 10-year 7.40%.

LRSFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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