LRSOX Mutual Fund

LRSOX Mutual Fund

NAV$23.39
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Returns Overview

1 Month
-5.64%
3 Months
-6.57%
6 Months
+9.84%
YTD
+10.70%
1 Year
+12.72%
3 Years (annualized)
+12.60%
5 Years (annualized)
+7.32%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSOX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+10.34%
vs Peers
+0.35%

LRSOX Mutual Fund Performance

LRSOX performance across multiple time periods: 1-month -5.64%, YTD 10.70%, 1-year 12.72%, 3-year 12.60%, 5-year 7.32%, 10-year 7.82%.

LRSOX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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