LCEYX Mutual Fund

LCEYX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
+1.46%
3 Months
+5.99%
6 Months
+5.21%
YTD
+10.44%
1 Year
+15.39%
3 Years (annualized)
+26.93%
5 Years (annualized)
+22.85%
10 Years (annualized)
+18.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEYX 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)
+10.44%
Peer Avg (YTD)
+12.44%
vs Peers
-1.99%

LCEYX Mutual Fund Performance

LCEYX performance across multiple time periods: 1-month 1.46%, YTD 10.44%, 1-year 15.39%, 3-year 26.93%, 5-year 22.85%, 10-year 18.23%.

LCEYX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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