LCFIX Mutual Fund

LCFIX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+3.22%
3 Months
-1.91%
6 Months
-2.50%
YTD
-2.12%
1 Year
-2.22%
3 Years (annualized)
+3.35%
5 Years (annualized)
-1.42%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFIX 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
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📉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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-2.12%
Peer Avg (YTD)
-0.12%
vs Peers
-2.00%

LCFIX Mutual Fund Performance

LCFIX performance across multiple time periods: 1-month 3.22%, YTD -2.12%, 1-year -2.22%, 3-year 3.35%, 5-year -1.42%, 10-year 0.90%.

LCFIX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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