LCCIX Mutual Fund

NAV$8.15

Returns Overview

1 Month
+0.54%
3 Months
+5.65%
6 Months
+4.54%
YTD
+4.41%
1 Year
+10.78%
3 Years (annualized)
+13.34%
5 Years (annualized)
+5.68%
10 Years (annualized)
+4.52%

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
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
BofA Merrill Lynch 1-3 Year US Corporate/Government Index(BOFAML1T3YUSCGI)
This Mutual Fund (YTD)
+4.41%
Peer Avg (YTD)
+3.23%
vs Peers
+1.18%

LCCIX Mutual Fund Performance

LCCIX performance across multiple time periods: 1-month 0.54%, YTD 4.41%, 1-year 10.78%, 3-year 13.34%, 5-year 5.68%, 10-year 4.52%.

LCCIX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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