LCMGX Mutual Fund

LCMGX Mutual Fund

NAV$26.32
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Returns Overview

1 Month
-1.20%
3 Months
-2.87%
6 Months
+18.03%
YTD
+21.55%
1 Year
+32.06%
3 Years (annualized)
+19.38%
5 Years (annualized)
+7.91%
10 Years (annualized)
+15.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMGX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+21.55%
Peer Avg (YTD)
+15.20%
vs Peers
+6.35%

LCMGX Mutual Fund Performance

LCMGX performance across multiple time periods: 1-month -1.20%, YTD 21.55%, 1-year 32.06%, 3-year 19.38%, 5-year 7.91%, 10-year 15.94%.

LCMGX returns outperform the peer average of 15.20% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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