LCATT Mutual Fund

LCATT Mutual Fund

See how much of LCATT you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.14%
3 Months
+7.78%
6 Months
+15.30%
YTD
+22.53%
1 Year
+23.94%
3 Years (annualized)
+17.62%
5 Years (annualized)
+10.72%
10 Years (annualized)
+15.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCATT 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+22.53%
Peer Avg (YTD)
+8.51%
vs Peers
+14.02%

LCATT Mutual Fund Performance

LCATT performance across multiple time periods: 1-month 2.14%, YTD 22.53%, 1-year 23.94%, 3-year 17.62%, 5-year 10.72%, 10-year 15.43%.

LCATT returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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