LCATX Mutual Fund

LCATX Mutual Fund

NAV$11.27
See how much of LCATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
+0.11%
6 Months
+0.80%
YTD
+2.02%
1 Year
+3.42%
3 Years (annualized)
+6.72%
5 Years (annualized)
+4.91%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCATX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+2.15%
vs Peers
-0.13%

LCATX Mutual Fund Performance

LCATX performance across multiple time periods: 1-month 0.31%, YTD 2.02%, 1-year 3.42%, 3-year 6.72%, 5-year 4.91%, 10-year 4.68%.

LCATX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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