LACCX Mutual Fund

LACCX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
-5.55%
3 Months
-5.83%
6 Months
-7.89%
YTD
+3.01%
1 Year
+2.74%
3 Years (annualized)
+16.93%
5 Years (annualized)
+2.12%
10 Years (annualized)
+10.02%

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
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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)
+3.01%
Peer Avg (YTD)
+5.45%
vs Peers
-2.44%

LACCX Mutual Fund Performance

LACCX performance across multiple time periods: 1-month -5.55%, YTD 3.01%, 1-year 2.74%, 3-year 16.93%, 5-year 2.12%, 10-year 10.02%.

LACCX returns trail the peer average of 5.45% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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