LCLAX Mutual Fund

LCLAX Mutual Fund

NAV$58.75
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Returns Overview

1 Month
-0.82%
3 Months
-0.54%
6 Months
+4.15%
YTD
+2.41%
1 Year
+0.05%
3 Years (annualized)
+16.03%
5 Years (annualized)
+1.35%
10 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLAX 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)
+2.41%
Peer Avg (YTD)
+8.01%
vs Peers
-5.59%

LCLAX Mutual Fund Performance

LCLAX performance across multiple time periods: 1-month -0.82%, YTD 2.41%, 1-year 0.05%, 3-year 16.03%, 5-year 1.35%, 10-year 15.74%.

LCLAX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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