LCAGX Mutual Fund

LCAGX Mutual Fund

NAV$20.03
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Returns Overview

1 Month
-10.00%
3 Months
+0.46%
6 Months
+8.39%
YTD
+16.78%
1 Year
+25.51%
3 Years (annualized)
+16.10%
5 Years (annualized)
+5.37%

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)
+16.78%
Peer Avg (YTD)
+6.23%
vs Peers
+10.55%

LCAGX Mutual Fund Performance

LCAGX performance across multiple time periods: 1-month -10.00%, YTD 16.78%, 1-year 25.51%, 3-year 16.10%, 5-year 5.37%.

LCAGX returns outperform the peer average of 6.23% 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.