LCCIX Mutual Fund

LCCIX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
+1.01%
3 Months
+1.69%
6 Months
+5.41%
YTD
+5.60%
1 Year
+9.74%
3 Years (annualized)
+12.54%
5 Years (annualized)
+6.21%
10 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCCIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BofA Merrill Lynch 1-3 Year US Corporate/Government Index(BOFAML1T3YUSCGI)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+2.15%
vs Peers
+3.44%

LCCIX Mutual Fund Performance

LCCIX performance across multiple time periods: 1-month 1.01%, YTD 5.60%, 1-year 9.74%, 3-year 12.54%, 5-year 6.21%, 10-year 4.67%.

LCCIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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