LCCMX Mutual Fund

LCCMX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
+0.42%
3 Months
+1.47%
6 Months
+7.02%
YTD
+5.65%
1 Year
+8.65%
3 Years (annualized)
+12.83%
5 Years (annualized)
+6.20%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCCMX 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
BofA Merrill Lynch 1-3 Year US Corporate/Government Index(BOFAML1T3YUSCGI)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+0.50%
vs Peers
+5.15%

LCCMX Mutual Fund Performance

LCCMX performance across multiple time periods: 1-month 0.42%, YTD 5.65%, 1-year 8.65%, 3-year 12.83%, 5-year 6.20%, 10-year 5.05%.

LCCMX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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