LCBVX Mutual Fund

LCBVX Mutual Fund

NAV$45.12
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Returns Overview

1 Month
+2.49%
3 Months
+0.79%
6 Months
+4.93%
YTD
+13.28%
1 Year
+16.34%
3 Years (annualized)
+14.60%
5 Years (annualized)
+7.85%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.28%
Peer Avg (YTD)
+12.44%
vs Peers
+0.85%

LCBVX Mutual Fund Performance

LCBVX performance across multiple time periods: 1-month 2.49%, YTD 13.28%, 1-year 16.34%, 3-year 14.60%, 5-year 7.85%, 10-year 10.33%.

LCBVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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