LCBOX Mutual Fund

LCBOX Mutual Fund

NAV$31.32
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Returns Overview

1 Month
-4.89%
3 Months
-0.04%
6 Months
+6.45%
YTD
+5.90%
1 Year
+7.44%
3 Years (annualized)
+15.60%
5 Years (annualized)
+10.66%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBOX 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)
+5.90%
Peer Avg (YTD)
+9.98%
vs Peers
-4.09%

LCBOX Mutual Fund Performance

LCBOX performance across multiple time periods: 1-month -4.89%, YTD 5.90%, 1-year 7.44%, 3-year 15.60%, 5-year 10.66%, 10-year 13.00%.

LCBOX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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