LCBEX Mutual Fund

LCBEX Mutual Fund

NAV$32.93
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Returns Overview

1 Month
-4.87%
3 Months
-0.03%
6 Months
+6.49%
YTD
+5.91%
1 Year
+7.50%
3 Years (annualized)
+15.67%
5 Years (annualized)
+10.79%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+9.98%
vs Peers
-4.07%

LCBEX Mutual Fund Performance

LCBEX performance across multiple time periods: 1-month -4.87%, YTD 5.91%, 1-year 7.50%, 3-year 15.67%, 5-year 10.79%, 10-year 12.58%.

LCBEX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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