LNCAX Mutual Fund

LNCAX Mutual Fund

NAV$11.02
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Returns Overview

1 Month
-2.67%
3 Months
-2.69%
6 Months
+1.25%
YTD
+0.46%
1 Year
+2.17%
3 Years (annualized)
+7.80%
5 Years (annualized)
+2.57%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNCAX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+2.46%
vs Peers
-2.00%

LNCAX Mutual Fund Performance

LNCAX performance across multiple time periods: 1-month -2.67%, YTD 0.46%, 1-year 2.17%, 3-year 7.80%, 5-year 2.57%, 10-year 3.53%.

LNCAX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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