LCFSX Mutual Fund

LCFSX Mutual Fund

NAV$18.79
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Returns Overview

1 Month
-6.54%
3 Months
-2.13%
6 Months
+5.79%
YTD
+11.98%
1 Year
+21.86%
3 Years (annualized)
+16.54%
5 Years (annualized)
+4.95%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFSX 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)
+11.98%
Peer Avg (YTD)
+13.29%
vs Peers
-1.31%

LCFSX Mutual Fund Performance

LCFSX performance across multiple time periods: 1-month -6.54%, YTD 11.98%, 1-year 21.86%, 3-year 16.54%, 5-year 4.95%, 10-year 11.96%.

LCFSX returns trail the peer average of 13.29% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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