LCDSX Mutual Fund

NAV$13.61

Returns Overview

3 Months
+0.11%
6 Months
+2.53%
1 Year
+6.38%
3 Years (annualized)
+5.83%
5 Years (annualized)
+1.59%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCDSX 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

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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)

LCDSX Mutual Fund Performance

LCDSX performance across multiple time periods: 1-year 6.38%, 3-year 5.83%, 5-year 1.59%, 10-year 2.07%.

LCDSX returns can be compared against peers and benchmarks. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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