LCAOX Mutual Fund

LCAOX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
-1.33%
3 Months
-3.34%
6 Months
+5.15%
YTD
+3.17%
1 Year
+17.63%
3 Years (annualized)
+21.72%
5 Years (annualized)
+11.60%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCAOX 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)
+3.17%
Peer Avg (YTD)
+4.96%
vs Peers
-1.79%

LCAOX Mutual Fund Performance

LCAOX performance across multiple time periods: 1-month -1.33%, YTD 3.17%, 1-year 17.63%, 3-year 21.72%, 5-year 11.60%, 10-year 11.30%.

LCAOX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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