LACCX Mutual Fund

NAV$18.95

Returns Overview

1 Month
-1.08%
3 Months
+14.79%
6 Months
+19.46%
YTD
+17.01%
1 Year
+31.95%
3 Years (annualized)
+18.80%
5 Years (annualized)
+5.41%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LACCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+17.01%
Peer Avg (YTD)
+18.00%
vs Peers
-0.99%

LACCX Mutual Fund Performance

LACCX performance across multiple time periods: 1-month -1.08%, YTD 17.01%, 1-year 31.95%, 3-year 18.80%, 5-year 5.41%, 10-year 11.99%.

LACCX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

LACCX performance comparison shows side-by-side returns with another fund. LACCX alternatives are available in the Mutual Fund Screener.