LCAGX Mutual Fund

LCAGX Mutual Fund

NAV$19.69
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Returns Overview

1 Month
+1.78%
3 Months
-5.17%
6 Months
+5.94%
YTD
+18.86%
1 Year
+25.74%
3 Years (annualized)
+18.49%
5 Years (annualized)
+5.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCAGX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+18.86%
Peer Avg (YTD)
+8.51%
vs Peers
+10.35%

LCAGX Mutual Fund Performance

LCAGX performance across multiple time periods: 1-month 1.78%, YTD 18.86%, 1-year 25.74%, 3-year 18.49%, 5-year 5.30%.

LCAGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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