LCFLX Mutual Fund

LCFLX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
-3.35%
3 Months
-0.31%
6 Months
+5.87%
YTD
+3.05%
1 Year
+6.04%
3 Years (annualized)
+18.44%
5 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFLX 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)
+3.05%
Peer Avg (YTD)
+10.00%
vs Peers
-6.94%

LCFLX Mutual Fund Performance

LCFLX performance across multiple time periods: 1-month -3.35%, YTD 3.05%, 1-year 6.04%, 3-year 18.44%, 5-year 10.01%.

LCFLX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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