LCLIX Mutual Fund

LCLIX Mutual Fund

NAV$44.45
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Returns Overview

1 Month
+1.96%
3 Months
+4.33%
6 Months
+9.46%
YTD
+12.86%
1 Year
+22.47%
3 Years (annualized)
+12.66%
5 Years (annualized)
+9.37%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+11.41%
vs Peers
+1.44%

LCLIX Mutual Fund Performance

LCLIX performance across multiple time periods: 1-month 1.96%, YTD 12.86%, 1-year 22.47%, 3-year 12.66%, 5-year 9.37%, 10-year 10.84%.

LCLIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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