LCFSX Mutual Fund

NAV$19.35

Returns Overview

1 Month
-0.97%
3 Months
+14.96%
6 Months
+19.81%
YTD
+17.39%
1 Year
+32.66%
3 Years (annualized)
+19.50%
5 Years (annualized)
+6.01%
10 Years (annualized)
+12.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+17.39%
Peer Avg (YTD)
+18.00%
vs Peers
-0.62%

LCFSX Mutual Fund Performance

LCFSX performance across multiple time periods: 1-month -0.97%, YTD 17.39%, 1-year 32.66%, 3-year 19.50%, 5-year 6.01%, 10-year 12.64%.

LCFSX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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