LCBSX Mutual Fund

LCBSX Mutual Fund

NAV$59.24
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Returns Overview

1 Month
-2.10%
3 Months
+4.71%
6 Months
+3.59%
YTD
+2.92%
1 Year
+5.42%
3 Years (annualized)
+10.98%
5 Years (annualized)
+2.12%
10 Years (annualized)
+15.82%

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)
+2.92%
Peer Avg (YTD)
+9.54%
vs Peers
-6.62%

LCBSX Mutual Fund Performance

LCBSX performance across multiple time periods: 1-month -2.10%, YTD 2.92%, 1-year 5.42%, 3-year 10.98%, 5-year 2.12%, 10-year 15.82%.

LCBSX returns trail the peer average of 9.54% 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.