LCATX Mutual Fund

LCATX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
-0.49%
3 Months
-0.82%
6 Months
+1.03%
YTD
+1.52%
1 Year
+2.35%
3 Years (annualized)
+6.72%
5 Years (annualized)
+4.91%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCATX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+0.50%
vs Peers
+1.03%

LCATX Mutual Fund Performance

LCATX performance across multiple time periods: 1-month -0.49%, YTD 1.52%, 1-year 2.35%, 3-year 6.72%, 5-year 4.91%, 10-year 4.68%.

LCATX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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