LCATT Mutual Fund

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Returns Overview

1 Month
+3.09%
3 Months
+15.45%
6 Months
+18.10%
YTD
+17.21%
1 Year
+19.13%
3 Years (annualized)
+16.45%
5 Years (annualized)
+10.48%
10 Years (annualized)
+14.99%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
+8.97%
vs Peers
+8.23%

LCATT Mutual Fund Performance

LCATT performance across multiple time periods: 1-month 3.09%, YTD 17.21%, 1-year 19.13%, 3-year 16.45%, 5-year 10.48%, 10-year 14.99%.

LCATT returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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