LCLCX Mutual Fund

LCLCX Mutual Fund

NAV$54.35
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Returns Overview

1 Month
-2.01%
3 Months
-2.01%
6 Months
+11.78%
YTD
+2.70%
1 Year
+0.07%
3 Years (annualized)
+12.26%
5 Years (annualized)
+1.34%
10 Years (annualized)
+14.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLCX 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)
+2.70%
Peer Avg (YTD)
+6.72%
vs Peers
-4.02%

LCLCX Mutual Fund Performance

LCLCX performance across multiple time periods: 1-month -2.01%, YTD 2.70%, 1-year 0.07%, 3-year 12.26%, 5-year 1.34%, 10-year 14.89%.

LCLCX returns trail the peer average of 6.72% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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