LSFIX Mutual Fund

LSFIX Mutual Fund

NAV$11.71
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Returns Overview

1 Month
-2.51%
3 Months
-3.00%
6 Months
-1.94%
YTD
-2.59%
1 Year
-1.23%
3 Years (annualized)
+6.52%
5 Years (annualized)
+1.77%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSFIX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.59%
Peer Avg (YTD)
+0.50%
vs Peers
-3.09%

LSFIX Mutual Fund Performance

LSFIX performance across multiple time periods: 1-month -2.51%, YTD -2.59%, 1-year -1.23%, 3-year 6.52%, 5-year 1.77%, 10-year 3.53%.

LSFIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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