LCEAX Mutual Fund

LCEAX Mutual Fund

NAV$19.90
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Returns Overview

1 Month
-3.38%
3 Months
-0.04%
6 Months
+6.42%
YTD
+5.75%
1 Year
+10.08%
3 Years (annualized)
+12.79%
5 Years (annualized)
+8.51%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEAX 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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+10.00%
vs Peers
-4.25%

LCEAX Mutual Fund Performance

LCEAX performance across multiple time periods: 1-month -3.38%, YTD 5.75%, 1-year 10.08%, 3-year 12.79%, 5-year 8.51%, 10-year 8.49%.

LCEAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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