LCIII Mutual Fund

LCIII Mutual Fund

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Returns Overview

1 Month
-1.37%
3 Months
+1.03%
6 Months
+4.75%
YTD
+10.84%
1 Year
+3.25%
3 Years (annualized)
+19.05%
5 Years (annualized)
-1.68%

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
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)
+10.84%
Peer Avg (YTD)
+5.23%
vs Peers
+5.61%

LCIII Mutual Fund Performance

LCIII performance across multiple time periods: 1-month -1.37%, YTD 10.84%, 1-year 3.25%, 3-year 19.05%, 5-year -1.68%.

LCIII returns outperform the peer average of 5.23% 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.