LSPIX Mutual Fund

LSPIX Mutual Fund

NAV$5.42
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Returns Overview

1 Month
-6.41%
3 Months
+0.48%
6 Months
+1.93%
YTD
+5.27%
1 Year
+8.63%
3 Years (annualized)
+11.95%
5 Years (annualized)
+5.37%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSPIX 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)
+5.27%
Peer Avg (YTD)
+6.10%
vs Peers
-0.83%

LSPIX Mutual Fund Performance

LSPIX performance across multiple time periods: 1-month -6.41%, YTD 5.27%, 1-year 8.63%, 3-year 11.95%, 5-year 5.37%, 10-year 5.34%.

LSPIX returns trail the peer average of 6.10% YTD. With an expense ratio of 3.61%, investors should weigh costs against performance when evaluating this mutual fund.

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