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LS Opportunity Fund Institutional Class (LSOFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.91+0.07 (+0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.66%
5-year average return6.86%
Number of years up8
Number of years down5
Best 1-yr total return (17 June 2024)25.46%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return25.46%
Worst 3-yr total return2.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSOFXCategory
YTD5.78%9.18%
1-month0.56%-0.20%
3-month1.30%3.85%
1-year17.81%22.90%
3-year5.04%7.45%
5-year7.51%7.00%
10-year6.29%4.81%
Last bull market13.48%11.80%
Last bear market-7.19%-12.04%

Annual total return (%) history

Year
LSOFXCategory
2024
N/AN/A
2023
11.00%N/A
2022
-3.09%N/A
2021
12.44%N/A
2020
4.35%7.89%
2019
16.90%11.90%
2018
-3.55%-6.29%
2017
9.58%11.18%
2016
12.67%2.34%
2015
-3.91%-2.02%
2014
-0.54%2.92%
2013
25.46%14.62%
2012
6.34%5.15%
2011
-5.83%-2.81%
2010
N/A4.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.26%N/AN/AN/A
20230.65%3.58%1.26%5.15%
2022-0.24%-7.19%-3.06%7.97%
20215.45%2.89%-1.56%5.27%
2020-13.10%6.54%3.54%8.86%
20197.34%4.75%0.27%3.69%
20180.15%0.00%4.35%-7.71%
20170.61%2.21%2.75%3.70%
20163.36%1.25%0.91%6.69%
20151.24%-4.76%-2.94%2.67%
2014-3.79%4.57%-2.04%0.92%
20137.88%0.34%9.91%5.46%
20124.39%-2.05%2.00%1.96%
20112.29%0.27%-8.57%0.43%
20109.20%N/AN/AN/A

Rank in category (by total return)

YTD58
1-month89
3-month76
1-year45
3-year45
5-year53

Load adjusted returns

1-year17.81%
3-year5.04%
5-year7.51%
10-year6.29%