LCFLX Mutual Fund

NAV$16.78

Returns Overview

1 Month
+2.51%
3 Months
+6.21%
6 Months
+4.19%
YTD
+3.38%
1 Year
+14.80%
3 Years (annualized)
+18.19%
5 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFLX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+9.49%
vs Peers
-6.11%

LCFLX Mutual Fund Performance

LCFLX performance across multiple time periods: 1-month 2.51%, YTD 3.38%, 1-year 14.80%, 3-year 18.19%, 5-year 9.78%.

LCFLX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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