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LS Opportunity Fund - Institutional Class (LSOFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
15.79-0.03 (-0.19%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return4.79%
5-Year Average Return4.55%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)25.46%
Worst 1 Yr Total Return (Feb 3, 2019)-5.83%
Best 3-Yr Total Return25.46%
Worst 3-Yr Total Return2.50%

Trailing Returns (%) Vs. Benchmarks

ReturnLSOFXCategory
YTD-0.24%9.18%
1-Month0.98%-0.20%
3-Month-0.24%3.85%
1-Year6.37%22.90%
3-Year8.43%7.45%
5-Year7.88%7.00%
10-Year7.12%4.81%
Last Bull Market3.66%11.80%
Last Bear Market-11.34%-12.04%

Annual Total Return (%) History

Year
LSOFXCategory
2021
N/AN/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
20215.45%N/AN/AN/A
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)

YTD29
1-Month29
3-Month37
1-Year42
3-Year45
5-Year41

Load Adjusted Returns

1-Year13.54%
3-Year9.42%
5-Year7.63%
10-Year7.34%
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