LCEIX Mutual Fund

LCEIX Mutual Fund

NAV$19.74
See how much of LCEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.42%
3 Months
+5.56%
6 Months
+4.31%
YTD
+9.51%
1 Year
+15.18%
3 Years (annualized)
+12.88%
5 Years (annualized)
+8.61%
10 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEIX 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)
+9.51%
Peer Avg (YTD)
+12.44%
vs Peers
-2.93%

LCEIX Mutual Fund Performance

LCEIX performance across multiple time periods: 1-month 1.42%, YTD 9.51%, 1-year 15.18%, 3-year 12.88%, 5-year 8.61%, 10-year 8.08%.

LCEIX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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