LSDOX Mutual Fund

LSDOX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
-1.93%
3 Months
-2.01%
6 Months
-1.25%
YTD
-1.52%
1 Year
-1.15%
3 Years (annualized)
+2.92%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSDOX 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)
-1.52%
Peer Avg (YTD)
-3.84%
vs Peers
+2.32%

LSDOX Mutual Fund Performance

LSDOX performance across multiple time periods: 1-month -1.93%, YTD -1.52%, 1-year -1.15%, 3-year 2.92%, 5-year 1.04%, 10-year 1.53%.

LSDOX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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