LCFPX Mutual Fund

NAV$19.71

Returns Overview

1 Month
-0.99%
3 Months
+14.89%
6 Months
+19.69%
YTD
+17.26%
1 Year
+32.42%
3 Years (annualized)
+19.23%
5 Years (annualized)
+5.81%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFPX 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
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+17.26%
Peer Avg (YTD)
+18.00%
vs Peers
-0.74%

LCFPX Mutual Fund Performance

LCFPX performance across multiple time periods: 1-month -0.99%, YTD 17.26%, 1-year 32.42%, 3-year 19.23%, 5-year 5.81%, 10-year 12.44%.

LCFPX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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