LCIAX Mutual Fund

LCIAX Mutual Fund

NAV$225.06
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Returns Overview

1 Month
-0.51%
3 Months
+15.46%
6 Months
+10.68%
YTD
+10.37%
1 Year
+22.36%
3 Years (annualized)
+20.65%
5 Years (annualized)
+12.75%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCIAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+9.51%
vs Peers
+0.86%

LCIAX Mutual Fund Performance

LCIAX performance across multiple time periods: 1-month -0.51%, YTD 10.37%, 1-year 22.36%, 3-year 20.65%, 5-year 12.75%, 10-year 15.30%.

LCIAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this mutual fund.

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