LCFRX Mutual Fund

LCFRX Mutual Fund

NAV$18.89
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Returns Overview

1 Month
+0.16%
3 Months
-7.32%
6 Months
+4.18%
YTD
+12.00%
1 Year
+19.57%
3 Years (annualized)
+17.36%
5 Years (annualized)
+4.38%
10 Years (annualized)
+11.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFRX 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
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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
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+12.00%
Peer Avg (YTD)
+12.29%
vs Peers
-0.29%

LCFRX Mutual Fund Performance

LCFRX performance across multiple time periods: 1-month 0.16%, YTD 12.00%, 1-year 19.57%, 3-year 17.36%, 5-year 4.38%, 10-year 11.60%.

LCFRX returns trail the peer average of 12.29% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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