LCLAX Mutual Fund

LCLAX Mutual Fund

NAV$60.30
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Returns Overview

1 Month
-1.96%
3 Months
-1.83%
6 Months
+12.21%
YTD
+3.27%
1 Year
+0.85%
3 Years (annualized)
+13.11%
5 Years (annualized)
+2.12%
10 Years (annualized)
+15.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLAX 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)
+3.27%
Peer Avg (YTD)
+6.72%
vs Peers
-3.46%

LCLAX Mutual Fund Performance

LCLAX performance across multiple time periods: 1-month -1.96%, YTD 3.27%, 1-year 0.85%, 3-year 13.11%, 5-year 2.12%, 10-year 15.75%.

LCLAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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