LCEIX Mutual Fund

LCEIX Mutual Fund

NAV$19.84
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Returns Overview

1 Month
-3.36%
3 Months
-0.02%
6 Months
+6.48%
YTD
+5.83%
1 Year
+10.20%
3 Years (annualized)
+12.88%
5 Years (annualized)
+8.61%
10 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+10.00%
vs Peers
-4.16%

LCEIX Mutual Fund Performance

LCEIX performance across multiple time periods: 1-month -3.36%, YTD 5.83%, 1-year 10.20%, 3-year 12.88%, 5-year 8.61%, 10-year 8.08%.

LCEIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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