LRSTX Mutual Fund

LRSTX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-5.63%
3 Months
-6.61%
6 Months
+9.82%
YTD
+10.63%
1 Year
+12.63%
3 Years (annualized)
+12.52%
5 Years (annualized)
+7.24%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRSTX 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)
+10.63%
Peer Avg (YTD)
+10.34%
vs Peers
+0.29%

LRSTX Mutual Fund Performance

LRSTX performance across multiple time periods: 1-month -5.63%, YTD 10.63%, 1-year 12.63%, 3-year 12.52%, 5-year 7.24%, 10-year 7.51%.

LRSTX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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