LSPAX Mutual Fund

LSPAX Mutual Fund

NAV$5.46
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Returns Overview

1 Month
-6.39%
3 Months
+0.41%
6 Months
+1.95%
YTD
+5.00%
1 Year
+8.45%
3 Years (annualized)
+11.68%
5 Years (annualized)
+4.94%
10 Years (annualized)
+4.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSPAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+6.10%
vs Peers
-1.10%

LSPAX Mutual Fund Performance

LSPAX performance across multiple time periods: 1-month -6.39%, YTD 5.00%, 1-year 8.45%, 3-year 11.68%, 5-year 4.94%, 10-year 4.96%.

LSPAX returns trail the peer average of 6.10% YTD. With an expense ratio of 3.86%, investors should weigh costs against performance when evaluating this mutual fund.

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