LRSSX Mutual Fund

LRSSX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-5.69%
3 Months
-6.68%
6 Months
+9.62%
YTD
+10.37%
1 Year
+12.33%
3 Years (annualized)
+12.26%
5 Years (annualized)
+6.98%
10 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSSX 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)
+10.37%
Peer Avg (YTD)
+10.34%
vs Peers
+0.03%

LRSSX Mutual Fund Performance

LRSSX performance across multiple time periods: 1-month -5.69%, YTD 10.37%, 1-year 12.33%, 3-year 12.26%, 5-year 6.98%, 10-year 7.25%.

LRSSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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