LCFFX Mutual Fund

NAV$9.96

Returns Overview

1 Month
+1.21%
3 Months
+2.85%
6 Months
+1.93%
YTD
+1.93%
1 Year
+6.38%
3 Years (annualized)
+3.21%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+1.98%
vs Peers
-0.04%

LCFFX Mutual Fund Performance

LCFFX performance across multiple time periods: 1-month 1.21%, YTD 1.93%, 1-year 6.38%, 3-year 3.21%, 5-year -0.13%, 10-year 1.71%.

LCFFX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

LCFFX performance comparison shows side-by-side returns with another fund. LCFFX alternatives are available in the Mutual Fund Screener.