LSMNX Mutual Fund

LSMNX Mutual Fund

NAV$15.63
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Returns Overview

1 Month
-5.83%
3 Months
-10.57%
6 Months
+7.41%
YTD
+8.22%
1 Year
+8.45%
3 Years (annualized)
+13.48%
5 Years (annualized)
+2.99%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSMNX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+10.34%
vs Peers
-2.12%

LSMNX Mutual Fund Performance

LSMNX performance across multiple time periods: 1-month -5.83%, YTD 8.22%, 1-year 8.45%, 3-year 13.48%, 5-year 2.99%, 10-year 11.17%.

LSMNX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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