LCLIX Mutual Fund

LCLIX Mutual Fund

NAV$44.03
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Returns Overview

1 Month
-2.37%
3 Months
+0.40%
6 Months
+9.80%
YTD
+11.13%
1 Year
+14.56%
3 Years (annualized)
+13.76%
5 Years (annualized)
+9.08%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+10.00%
vs Peers
+1.13%

LCLIX Mutual Fund Performance

LCLIX performance across multiple time periods: 1-month -2.37%, YTD 11.13%, 1-year 14.56%, 3-year 13.76%, 5-year 9.08%, 10-year 10.92%.

LCLIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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