LCCCX Mutual Fund

NAV$34.43

Returns Overview

1 Month
-0.99%
3 Months
+14.89%
6 Months
+8.13%
YTD
+7.96%
1 Year
+18.85%
3 Years (annualized)
+18.65%
5 Years (annualized)
+16.69%
10 Years (annualized)
+17.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCCCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+9.51%
vs Peers
-1.55%

LCCCX Mutual Fund Performance

LCCCX performance across multiple time periods: 1-month -0.99%, YTD 7.96%, 1-year 18.85%, 3-year 18.65%, 5-year 16.69%, 10-year 17.84%.

LCCCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

LCCCX performance comparison shows side-by-side returns with another fund. LCCCX alternatives are available in the Mutual Fund Screener.