LCFIX Mutual Fund

LCFIX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
-4.68%
3 Months
-7.03%
6 Months
-4.30%
YTD
-5.16%
1 Year
-4.03%
3 Years (annualized)
+2.74%
5 Years (annualized)
-0.77%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFIX 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
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📉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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.16%
Peer Avg (YTD)
-3.88%
vs Peers
-1.29%

LCFIX Mutual Fund Performance

LCFIX performance across multiple time periods: 1-month -4.68%, YTD -5.16%, 1-year -4.03%, 3-year 2.74%, 5-year -0.77%, 10-year 1.34%.

LCFIX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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