LCDFX Mutual Fund

LCDFX Mutual Fund

NAV$13.62
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Returns Overview

3 Months
+0.13%
6 Months
+2.56%
1 Year
+6.50%
3 Years (annualized)
+5.97%
5 Years (annualized)
+1.73%
10 Years (annualized)
+2.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCDFX 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
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📉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
JP Morgan CEMBI BD Index(JPMCEMBIBDI)

LCDFX Mutual Fund Performance

LCDFX performance across multiple time periods: 1-year 6.50%, 3-year 5.97%, 5-year 1.73%, 10-year 2.19%.

LCDFX returns can be compared against peers and benchmarks. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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