LSIRX Mutual Fund

LSIRX Mutual Fund

NAV$40.10
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Returns Overview

1 Month
-5.95%
3 Months
-8.57%
6 Months
+0.83%
YTD
-2.40%
1 Year
-5.56%
3 Years (annualized)
+7.48%
5 Years (annualized)
+3.22%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSIRX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
-2.40%
Peer Avg (YTD)
+6.72%
vs Peers
-9.12%

LSIRX Mutual Fund Performance

LSIRX performance across multiple time periods: 1-month -5.95%, YTD -2.40%, 1-year -5.56%, 3-year 7.48%, 5-year 3.22%, 10-year 8.96%.

LSIRX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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