LCCAX Mutual Fund

LCCAX Mutual Fund

NAV$42.24
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Returns Overview

1 Month
+0.94%
3 Months
+5.53%
6 Months
+9.02%
YTD
+9.36%
1 Year
+16.66%
3 Years (annualized)
+18.62%
5 Years (annualized)
+12.16%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCCAX 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 Index(^RUI)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+9.41%
vs Peers
-0.05%

LCCAX Mutual Fund Performance

LCCAX performance across multiple time periods: 1-month 0.94%, YTD 9.36%, 1-year 16.66%, 3-year 18.62%, 5-year 12.16%, 10-year 14.32%.

LCCAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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