LCFLX Mutual Fund

LCFLX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
+3.46%
3 Months
+5.18%
6 Months
+4.24%
YTD
+6.95%
1 Year
+15.53%
3 Years (annualized)
+17.40%
5 Years (annualized)
+10.66%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+11.41%
vs Peers
-4.46%

LCFLX Mutual Fund Performance

LCFLX performance across multiple time periods: 1-month 3.46%, YTD 6.95%, 1-year 15.53%, 3-year 17.40%, 5-year 10.66%.

LCFLX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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