LCIII Mutual Fund

LCIII Mutual Fund

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Returns Overview

1 Month
-1.55%
3 Months
+3.69%
6 Months
+8.50%
YTD
+9.72%
1 Year
+12.42%
3 Years (annualized)
+15.38%
5 Years (annualized)
-1.14%

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)
+9.72%
Peer Avg (YTD)
+6.23%
vs Peers
+3.49%

LCIII Mutual Fund Performance

LCIII performance across multiple time periods: 1-month -1.55%, YTD 9.72%, 1-year 12.42%, 3-year 15.38%, 5-year -1.14%.

LCIII returns outperform the peer average of 6.23% 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.