LSSAX Mutual Fund

LSSAX Mutual Fund

NAV$7.55
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Returns Overview

1 Month
-3.09%
3 Months
-3.78%
6 Months
-2.75%
YTD
-2.09%
1 Year
-0.73%
3 Years (annualized)
+5.69%
5 Years (annualized)
+1.43%
10 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSSAX 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 Barclays US Securitized Index(^BBUSECI)
This Mutual Fund (YTD)
-2.09%
Peer Avg (YTD)
+0.50%
vs Peers
-2.59%

LSSAX Mutual Fund Performance

LSSAX performance across multiple time periods: 1-month -3.09%, YTD -2.09%, 1-year -0.73%, 3-year 5.69%, 5-year 1.43%, 10-year 2.47%.

LSSAX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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