LCORX Mutual Fund

LCORX Mutual Fund

NAV$24.42
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Returns Overview

1 Month
-1.75%
3 Months
+0.38%
6 Months
+6.70%
YTD
+6.47%
1 Year
+7.50%
3 Years (annualized)
+15.58%
5 Years (annualized)
+10.70%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCORX 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
Morningstar Tactical Allocation Category Average
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+4.96%
vs Peers
+1.50%

LCORX Mutual Fund Performance

LCORX performance across multiple time periods: 1-month -1.75%, YTD 6.47%, 1-year 7.50%, 3-year 15.58%, 5-year 10.70%, 10-year 11.26%.

LCORX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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