LNCIX Mutual Fund

LNCIX Mutual Fund

NAV$10.92
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Returns Overview

1 Month
-2.67%
3 Months
-2.65%
6 Months
+1.29%
YTD
+0.63%
1 Year
+2.24%
3 Years (annualized)
+7.95%
5 Years (annualized)
+2.74%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNCIX 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)
+0.63%
Peer Avg (YTD)
+2.46%
vs Peers
-1.83%

LNCIX Mutual Fund Performance

LNCIX performance across multiple time periods: 1-month -2.67%, YTD 0.63%, 1-year 2.24%, 3-year 7.95%, 5-year 2.74%, 10-year 3.57%.

LNCIX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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