LCMMX Mutual Fund

LCMMX Mutual Fund

NAV$79.77
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Returns Overview

1 Month
+0.95%
3 Months
+4.40%
6 Months
+18.23%
YTD
+7.22%
1 Year
+6.12%
3 Years (annualized)
+15.43%
5 Years (annualized)
+11.08%
10 Years (annualized)
+16.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMMX 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
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📉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 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+8.68%
vs Peers
-1.46%

LCMMX Mutual Fund Performance

LCMMX performance across multiple time periods: 1-month 0.95%, YTD 7.22%, 1-year 6.12%, 3-year 15.43%, 5-year 11.08%, 10-year 16.17%.

LCMMX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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