LCISX Mutual Fund

LCISX Mutual Fund

NAV$30.11
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Returns Overview

1 Month
-0.60%
3 Months
-0.37%
6 Months
+2.85%
YTD
+9.00%
1 Year
+7.87%
3 Years (annualized)
+17.00%
5 Years (annualized)
+5.79%
10 Years (annualized)
+14.30%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+9.28%
vs Peers
-0.28%

LCISX Mutual Fund Performance

LCISX performance across multiple time periods: 1-month -0.60%, YTD 9.00%, 1-year 7.87%, 3-year 17.00%, 5-year 5.79%, 10-year 14.30%.

LCISX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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