LCBOX Mutual Fund

LCBOX Mutual Fund

NAV$32.18
See how much of LCBOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.50%
3 Months
+1.91%
6 Months
+5.42%
YTD
+11.73%
1 Year
+15.48%
3 Years (annualized)
+17.83%
5 Years (annualized)
+9.93%
10 Years (annualized)
+13.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+9.28%
vs Peers
+2.45%

LCBOX Mutual Fund Performance

LCBOX performance across multiple time periods: 1-month 5.50%, YTD 11.73%, 1-year 15.48%, 3-year 17.83%, 5-year 9.93%, 10-year 13.30%.

LCBOX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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