LCBSX Mutual Fund

LCBSX Mutual Fund

NAV$58.63
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Returns Overview

1 Month
-0.84%
3 Months
-0.56%
6 Months
+4.12%
YTD
+2.35%
1 Year
-0.02%
3 Years (annualized)
+15.99%
5 Years (annualized)
+1.32%
10 Years (annualized)
+15.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBSX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+8.01%
vs Peers
-5.66%

LCBSX Mutual Fund Performance

LCBSX performance across multiple time periods: 1-month -0.84%, YTD 2.35%, 1-year -0.02%, 3-year 15.99%, 5-year 1.32%, 10-year 15.71%.

LCBSX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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