LCCMX Mutual Fund

LCCMX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
+0.96%
3 Months
+1.54%
6 Months
+5.10%
YTD
+5.20%
1 Year
+8.98%
3 Years (annualized)
+12.83%
5 Years (annualized)
+6.20%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCCMX 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
BofA Merrill Lynch 1-3 Year US Corporate/Government Index(BOFAML1T3YUSCGI)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+2.15%
vs Peers
+3.05%

LCCMX Mutual Fund Performance

LCCMX performance across multiple time periods: 1-month 0.96%, YTD 5.20%, 1-year 8.98%, 3-year 12.83%, 5-year 6.20%, 10-year 5.05%.

LCCMX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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