LCSTX Mutual Fund

LCSTX Mutual Fund

NAV$30.50
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Returns Overview

1 Month
-1.38%
3 Months
-0.56%
6 Months
+13.54%
YTD
+9.39%
1 Year
+10.13%
3 Years (annualized)
+14.04%
5 Years (annualized)
+6.30%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSTX 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)
+9.39%
Peer Avg (YTD)
+9.98%
vs Peers
-0.59%

LCSTX Mutual Fund Performance

LCSTX performance across multiple time periods: 1-month -1.38%, YTD 9.39%, 1-year 10.13%, 3-year 14.04%, 5-year 6.30%, 10-year 13.70%.

LCSTX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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