LCDIX Mutual Fund

LCDIX Mutual Fund

NAV$13.59
See how much of LCDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.07%
3 Months
+0.06%
6 Months
+2.51%
1 Year
+6.58%
3 Years (annualized)
+6.08%
5 Years (annualized)
+1.81%
10 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCDIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan CEMBI BD Index(JPMCEMBIBDI)

LCDIX Mutual Fund Performance

LCDIX performance across multiple time periods: 1-month -0.07%, 1-year 6.58%, 3-year 6.08%, 5-year 1.81%, 10-year 2.73%.

LCDIX returns can be compared against peers and benchmarks. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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