LCLCX Mutual Fund

LCLCX Mutual Fund

NAV$55.29
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Returns Overview

1 Month
-2.16%
3 Months
+4.53%
6 Months
+3.24%
YTD
+2.55%
1 Year
+4.69%
3 Years (annualized)
+10.19%
5 Years (annualized)
+1.38%
10 Years (annualized)
+14.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLCX 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)
+2.55%
Peer Avg (YTD)
+9.54%
vs Peers
-6.99%

LCLCX Mutual Fund Performance

LCLCX performance across multiple time periods: 1-month -2.16%, YTD 2.55%, 1-year 4.69%, 3-year 10.19%, 5-year 1.38%, 10-year 14.97%.

LCLCX returns trail the peer average of 9.54% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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