LRSRX Mutual Fund

LRSRX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-5.68%
3 Months
-6.73%
6 Months
+9.51%
YTD
+10.19%
1 Year
+12.09%
3 Years (annualized)
+11.96%
5 Years (annualized)
+10.79%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSRX 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)
+10.19%
Peer Avg (YTD)
+10.34%
vs Peers
-0.16%

LRSRX Mutual Fund Performance

LRSRX performance across multiple time periods: 1-month -5.68%, YTD 10.19%, 1-year 12.09%, 3-year 11.96%, 5-year 10.79%, 10-year 12.16%.

LRSRX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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