LSRCX Mutual Fund

LSRCX Mutual Fund

NAV$1.05
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Returns Overview

1 Month
-5.50%
3 Months
-6.36%
6 Months
+9.57%
YTD
+9.57%
1 Year
+11.90%
3 Years (annualized)
+11.50%
5 Years (annualized)
+6.20%
10 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSRCX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+10.34%
vs Peers
-0.77%

LSRCX Mutual Fund Performance

LSRCX performance across multiple time periods: 1-month -5.50%, YTD 9.57%, 1-year 11.90%, 3-year 11.50%, 5-year 6.20%, 10-year 6.44%.

LSRCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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