LCDAX Mutual Fund

NAV$13.61

Returns Overview

1 Month
-0.07%
3 Months
+0.04%
6 Months
+2.46%
1 Year
+6.42%
3 Years (annualized)
+5.88%
5 Years (annualized)
+1.62%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCDAX 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

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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
JP Morgan CEMBI BD Index(JPMCEMBIBDI)

LCDAX Mutual Fund Performance

LCDAX performance across multiple time periods: 1-month -0.07%, 1-year 6.42%, 3-year 5.88%, 5-year 1.62%, 10-year 2.62%.

LCDAX returns can be compared against peers and benchmarks. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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