LSIOX Mutual Fund

LSIOX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
-2.36%
3 Months
-1.49%
6 Months
+1.27%
YTD
+0.97%
1 Year
+2.29%
3 Years (annualized)
+9.04%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIOX 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
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+0.50%
vs Peers
+0.47%

LSIOX Mutual Fund Performance

LSIOX performance across multiple time periods: 1-month -2.36%, YTD 0.97%, 1-year 2.29%, 3-year 9.04%, 5-year 3.93%, 10-year 5.43%.

LSIOX returns outperform the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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