LOCFX Mutual Fund

LOCFX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
-0.35%
3 Months
-6.62%
6 Months
+7.40%
YTD
+9.76%
1 Year
+15.54%
3 Years (annualized)
+18.05%
5 Years (annualized)
+4.99%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOCFX 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
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+10.47%
vs Peers
-0.70%

LOCFX Mutual Fund Performance

LOCFX performance across multiple time periods: 1-month -0.35%, YTD 9.76%, 1-year 15.54%, 3-year 18.05%, 5-year 4.99%, 10-year 12.29%.

LOCFX returns trail the peer average of 10.47% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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