LCCMX Mutual Fund

LCCMX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
+0.08%
3 Months
+1.78%
6 Months
+2.95%
YTD
+4.21%
1 Year
+9.16%
3 Years (annualized)
+12.53%
5 Years (annualized)
+6.01%
10 Years (annualized)
+4.94%

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
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)
+4.21%
Peer Avg (YTD)
+0.12%
vs Peers
+4.08%

LCCMX Mutual Fund Performance

LCCMX performance across multiple time periods: 1-month 0.08%, YTD 4.21%, 1-year 9.16%, 3-year 12.53%, 5-year 6.01%, 10-year 4.94%.

LCCMX returns outperform the peer average of 0.12% 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.