LCMNX Mutual Fund

LCMNX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
-5.41%
3 Months
+4.04%
6 Months
+5.42%
YTD
+8.90%
1 Year
+12.36%
3 Years (annualized)
+20.23%
5 Years (annualized)
+6.61%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMNX 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
PROUpgrade to run
🏦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
ICE Bank of America Merrill Lynch High Yield Masters II Index(^IBMLHYM2)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+6.10%
vs Peers
+2.80%

LCMNX Mutual Fund Performance

LCMNX performance across multiple time periods: 1-month -5.41%, YTD 8.90%, 1-year 12.36%, 3-year 20.23%, 5-year 6.61%, 10-year 8.67%.

LCMNX returns outperform the peer average of 6.10% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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