LCSSX Mutual Fund

LCSSX Mutual Fund

NAV$63.53
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Returns Overview

1 Month
-1.93%
3 Months
-1.73%
6 Months
+12.42%
YTD
+3.54%
1 Year
+1.20%
3 Years (annualized)
+13.51%
5 Years (annualized)
+2.47%
10 Years (annualized)
+16.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSSX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+6.72%
vs Peers
-3.19%

LCSSX Mutual Fund Performance

LCSSX performance across multiple time periods: 1-month -1.93%, YTD 3.54%, 1-year 1.20%, 3-year 13.51%, 5-year 2.47%, 10-year 16.15%.

LCSSX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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