LCFTX Mutual Fund

LCFTX Mutual Fund

NAV$18.96
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Returns Overview

1 Month
-6.49%
3 Months
-2.05%
6 Months
+5.92%
YTD
+12.13%
1 Year
+22.21%
3 Years (annualized)
+16.85%
5 Years (annualized)
+5.22%
10 Years (annualized)
+12.23%

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
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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)
+12.13%
Peer Avg (YTD)
+13.29%
vs Peers
-1.16%

LCFTX Mutual Fund Performance

LCFTX performance across multiple time periods: 1-month -6.49%, YTD 12.13%, 1-year 22.21%, 3-year 16.85%, 5-year 5.22%, 10-year 12.23%.

LCFTX returns trail the peer average of 13.29% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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