LCFTX Mutual Fund

NAV$19.52

Returns Overview

1 Month
-1.00%
3 Months
+15.01%
6 Months
+19.90%
YTD
+17.49%
1 Year
+32.95%
3 Years (annualized)
+19.79%
5 Years (annualized)
+6.37%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFTX 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
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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)
+17.49%
Peer Avg (YTD)
+18.00%
vs Peers
-0.51%

LCFTX Mutual Fund Performance

LCFTX performance across multiple time periods: 1-month -1.00%, YTD 17.49%, 1-year 32.95%, 3-year 19.79%, 5-year 6.37%, 10-year 12.97%.

LCFTX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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