LCEYX Mutual Fund

LCEYX Mutual Fund

NAV$20.13
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Returns Overview

1 Month
+2.01%
3 Months
+3.74%
6 Months
+5.43%
YTD
+8.00%
1 Year
+17.13%
3 Years (annualized)
+13.67%
5 Years (annualized)
+10.14%
10 Years (annualized)
+8.49%

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
PROUpgrade to run
🏦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)
+8.00%
Peer Avg (YTD)
+11.41%
vs Peers
-3.42%

LCEYX Mutual Fund Performance

LCEYX performance across multiple time periods: 1-month 2.01%, YTD 8.00%, 1-year 17.13%, 3-year 13.67%, 5-year 10.14%, 10-year 8.49%.

LCEYX returns trail the peer average of 11.41% 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.