LCSIX Mutual Fund

LCSIX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+1.25%
3 Months
+2.53%
6 Months
+0.79%
YTD
+3.84%
1 Year
+2.09%
3 Years (annualized)
-1.59%
5 Years (annualized)
+0.63%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSIX 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
HFRI Macro Commodity Index
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+2.36%
vs Peers
+1.47%

LCSIX Mutual Fund Performance

LCSIX performance across multiple time periods: 1-month 1.25%, YTD 3.84%, 1-year 2.09%, 3-year -1.59%, 5-year 0.63%, 10-year 2.91%.

LCSIX returns outperform the peer average of 2.36% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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