LCAGX Mutual Fund

LCAGX Mutual Fund

NAV$18.60
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Returns Overview

1 Month
-5.94%
3 Months
-5.65%
6 Months
-5.22%
YTD
+8.18%
1 Year
+8.56%
3 Years (annualized)
+19.66%
5 Years (annualized)
+4.15%

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)
+8.18%
Peer Avg (YTD)
+5.23%
vs Peers
+2.95%

LCAGX Mutual Fund Performance

LCAGX performance across multiple time periods: 1-month -5.94%, YTD 8.18%, 1-year 8.56%, 3-year 19.66%, 5-year 4.15%.

LCAGX returns outperform the peer average of 5.23% 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.