LCILX Mutual Fund

LCILX Mutual Fund

NAV$30.77
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Returns Overview

1 Month
-1.34%
3 Months
-0.46%
6 Months
+13.80%
YTD
+9.74%
1 Year
+10.57%
3 Years (annualized)
+14.50%
5 Years (annualized)
+6.73%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCILX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+9.98%
vs Peers
-0.24%

LCILX Mutual Fund Performance

LCILX performance across multiple time periods: 1-month -1.34%, YTD 9.74%, 1-year 10.57%, 3-year 14.50%, 5-year 6.73%, 10-year 14.17%.

LCILX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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