LCIII Mutual Fund

LCIII Mutual Fund

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Returns Overview

1 Month
+2.94%
3 Months
+1.55%
6 Months
+12.19%
YTD
+12.95%
1 Year
+12.78%
3 Years (annualized)
+17.08%
5 Years (annualized)
-1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCIII 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
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📉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)
+12.95%
Peer Avg (YTD)
+8.51%
vs Peers
+4.44%

LCIII Mutual Fund Performance

LCIII performance across multiple time periods: 1-month 2.94%, YTD 12.95%, 1-year 12.78%, 3-year 17.08%, 5-year -1.02%.

LCIII returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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