LCTIX Mutual Fund

LCTIX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
-0.49%
3 Months
-0.70%
6 Months
+1.21%
YTD
+1.70%
1 Year
+2.64%
3 Years (annualized)
+5.86%
5 Years (annualized)
+5.15%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCTIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+0.50%
vs Peers
+1.20%

LCTIX Mutual Fund Performance

LCTIX performance across multiple time periods: 1-month -0.49%, YTD 1.70%, 1-year 2.64%, 3-year 5.86%, 5-year 5.15%, 10-year 5.00%.

LCTIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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