LCFYX Mutual Fund

LCFYX Mutual Fund

NAV$19.52
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Returns Overview

1 Month
-0.95%
3 Months
+15.07%
6 Months
+19.96%
YTD
+17.48%
1 Year
+33.02%
3 Years (annualized)
+19.77%
5 Years (annualized)
+6.25%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCFYX 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)
+17.48%
Peer Avg (YTD)
+18.00%
vs Peers
-0.52%

LCFYX Mutual Fund Performance

LCFYX performance across multiple time periods: 1-month -0.95%, YTD 17.48%, 1-year 33.02%, 3-year 19.77%, 5-year 6.25%, 10-year 12.91%.

LCFYX 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.

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