LSDCX Mutual Fund

LSDCX Mutual Fund

NAV$14.80
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Returns Overview

1 Month
-2.00%
3 Months
-2.23%
6 Months
-1.61%
YTD
-1.95%
1 Year
-1.73%
3 Years (annualized)
+2.16%
5 Years (annualized)
+0.31%
10 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSDCX 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
Bloomberg 1-5 Year Short Municipal Bond Index(^BYSMRMBI)
This Mutual Fund (YTD)
-1.95%
Peer Avg (YTD)
-3.84%
vs Peers
+1.89%

LSDCX Mutual Fund Performance

LSDCX performance across multiple time periods: 1-month -2.00%, YTD -1.95%, 1-year -1.73%, 3-year 2.16%, 5-year 0.31%, 10-year 0.59%.

LSDCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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