LSITX Mutual Fund

LSITX Mutual Fund

NAV$80.03
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Returns Overview

1 Month
+0.96%
3 Months
+4.41%
6 Months
+19.52%
YTD
+8.41%
1 Year
+15.49%
3 Years (annualized)
+25.90%
5 Years (annualized)
+17.46%
10 Years (annualized)
+21.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSITX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+8.68%
vs Peers
-0.27%

LSITX Mutual Fund Performance

LSITX performance across multiple time periods: 1-month 0.96%, YTD 8.41%, 1-year 15.49%, 3-year 25.90%, 5-year 17.46%, 10-year 21.64%.

LSITX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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