LCILX Mutual Fund

NAV$30.94

Returns Overview

1 Month
+0.30%
3 Months
+14.32%
6 Months
+10.61%
YTD
+10.25%
1 Year
+17.36%
3 Years (annualized)
+14.11%
5 Years (annualized)
+7.69%
10 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCILX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+9.51%
vs Peers
+0.74%

LCILX Mutual Fund Performance

LCILX performance across multiple time periods: 1-month 0.30%, YTD 10.25%, 1-year 17.36%, 3-year 14.11%, 5-year 7.69%, 10-year 14.70%.

LCILX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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