LCFOX Mutual Fund

NAV$9.93

Returns Overview

1 Month
+1.22%
3 Months
+2.98%
6 Months
+1.97%
YTD
+1.97%
1 Year
+6.47%
3 Years (annualized)
+3.37%
5 Years (annualized)
-0.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+1.98%
vs Peers
-0.01%

LCFOX Mutual Fund Performance

LCFOX performance across multiple time periods: 1-month 1.22%, YTD 1.97%, 1-year 6.47%, 3-year 3.37%, 5-year -0.01%.

LCFOX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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