LCISX Mutual Fund

NAV$31.06

Returns Overview

1 Month
+0.30%
3 Months
+14.28%
6 Months
+10.56%
YTD
+10.20%
1 Year
+17.25%
3 Years (annualized)
+14.00%
5 Years (annualized)
+7.60%
10 Years (annualized)
+14.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCISX 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)
+10.20%
Peer Avg (YTD)
+9.51%
vs Peers
+0.69%

LCISX Mutual Fund Performance

LCISX performance across multiple time periods: 1-month 0.30%, YTD 10.20%, 1-year 17.25%, 3-year 14.00%, 5-year 7.60%, 10-year 14.63%.

LCISX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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