LCEVX Mutual Fund

LCEVX Mutual Fund

NAV$19.25
See how much of LCEVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.40%
3 Months
+5.35%
6 Months
+3.94%
YTD
+8.94%
1 Year
+14.25%
3 Years (annualized)
+14.18%
5 Years (annualized)
+8.99%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEVX 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)
+8.94%
Peer Avg (YTD)
+12.44%
vs Peers
-3.49%

LCEVX Mutual Fund Performance

LCEVX performance across multiple time periods: 1-month 1.40%, YTD 8.94%, 1-year 14.25%, 3-year 14.18%, 5-year 8.99%, 10-year 8.29%.

LCEVX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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