LCMGX Mutual Fund

NAV$29.86
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Returns Overview

1 Month
+6.95%
3 Months
+34.95%
6 Months
+34.89%
YTD
+33.84%
1 Year
+56.53%
3 Years (annualized)
+21.44%
5 Years (annualized)
+9.09%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+33.84%
Peer Avg (YTD)
+18.52%
vs Peers
+15.31%

LCMGX Mutual Fund Performance

LCMGX performance across multiple time periods: 1-month 6.95%, YTD 33.84%, 1-year 56.53%, 3-year 21.44%, 5-year 9.09%.

LCMGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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