LCMIX Mutual Fund

LCMIX Mutual Fund

NAV$45.21
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Returns Overview

1 Month
-1.47%
3 Months
-6.27%
6 Months
+7.69%
YTD
+0.75%
1 Year
-2.89%
3 Years (annualized)
+11.28%
5 Years (annualized)
+2.49%
10 Years (annualized)
+15.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+6.72%
vs Peers
-5.97%

LCMIX Mutual Fund Performance

LCMIX performance across multiple time periods: 1-month -1.47%, YTD 0.75%, 1-year -2.89%, 3-year 11.28%, 5-year 2.49%, 10-year 15.48%.

LCMIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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