LCFSX Mutual Fund

LCFSX Mutual Fund

NAV$18.56
See how much of LCFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.37%
3 Months
-6.73%
6 Months
+7.21%
YTD
+9.48%
1 Year
+15.13%
3 Years (annualized)
+17.65%
5 Years (annualized)
+4.64%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+10.47%
vs Peers
-0.99%

LCFSX Mutual Fund Performance

LCFSX performance across multiple time periods: 1-month -0.37%, YTD 9.48%, 1-year 15.13%, 3-year 17.65%, 5-year 4.64%, 10-year 11.88%.

LCFSX returns trail the peer average of 10.47% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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