LCAIX Mutual Fund

LCAIX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
-1.41%
3 Months
-3.31%
6 Months
+5.21%
YTD
+3.34%
1 Year
+18.04%
3 Years (annualized)
+22.23%
5 Years (annualized)
+12.09%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCAIX 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
Global Asset Allocation Blended Index
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+4.96%
vs Peers
-1.62%

LCAIX Mutual Fund Performance

LCAIX performance across multiple time periods: 1-month -1.41%, YTD 3.34%, 1-year 18.04%, 3-year 22.23%, 5-year 12.09%, 10-year 11.84%.

LCAIX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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