LCEFX Mutual Fund

LCEFX Mutual Fund

NAV$19.49
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Returns Overview

1 Month
+1.47%
3 Months
+5.62%
6 Months
+4.49%
YTD
+9.70%
1 Year
+15.53%
3 Years (annualized)
+15.44%
5 Years (annualized)
+10.19%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+12.44%
vs Peers
-2.73%

LCEFX Mutual Fund Performance

LCEFX performance across multiple time periods: 1-month 1.47%, YTD 9.70%, 1-year 15.53%, 3-year 15.44%, 5-year 10.19%, 10-year 9.51%.

LCEFX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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