LCFYX Mutual Fund

LCFYX Mutual Fund

NAV$18.73
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Returns Overview

1 Month
-0.35%
3 Months
-6.66%
6 Months
+7.40%
YTD
+9.65%
1 Year
+15.39%
3 Years (annualized)
+17.93%
5 Years (annualized)
+4.89%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFYX 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
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+10.47%
vs Peers
-0.81%

LCFYX Mutual Fund Performance

LCFYX performance across multiple time periods: 1-month -0.35%, YTD 9.65%, 1-year 15.39%, 3-year 17.93%, 5-year 4.89%, 10-year 12.16%.

LCFYX returns trail the peer average of 10.47% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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