LCBSX Mutual Fund

LCBSX Mutual Fund

NAV$60.17
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Returns Overview

1 Month
-1.95%
3 Months
-1.82%
6 Months
+12.20%
YTD
+3.22%
1 Year
+0.80%
3 Years (annualized)
+13.07%
5 Years (annualized)
+2.08%
10 Years (annualized)
+15.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+6.72%
vs Peers
-3.50%

LCBSX Mutual Fund Performance

LCBSX performance across multiple time periods: 1-month -1.95%, YTD 3.22%, 1-year 0.80%, 3-year 13.07%, 5-year 2.08%, 10-year 15.72%.

LCBSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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