LCATT Mutual Fund

LCATT Mutual Fund

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Returns Overview

1 Month
+2.35%
3 Months
+8.98%
6 Months
+15.89%
YTD
+19.96%
1 Year
+25.70%
3 Years (annualized)
+16.07%
5 Years (annualized)
+10.59%
10 Years (annualized)
+15.17%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.96%
Peer Avg (YTD)
+6.23%
vs Peers
+13.73%

LCATT Mutual Fund Performance

LCATT performance across multiple time periods: 1-month 2.35%, YTD 19.96%, 1-year 25.70%, 3-year 16.07%, 5-year 10.59%, 10-year 15.17%.

LCATT returns outperform the peer average of 6.23% 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.