LCMIX Mutual Fund

LCMIX Mutual Fund

NAV$41.77
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Returns Overview

1 Month
-3.74%
3 Months
-5.19%
6 Months
-5.13%
YTD
-3.02%
1 Year
-5.60%
3 Years (annualized)
+13.20%
5 Years (annualized)
+0.02%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-3.02%
Peer Avg (YTD)
+8.01%
vs Peers
-11.03%

LCMIX Mutual Fund Performance

LCMIX performance across multiple time periods: 1-month -3.74%, YTD -3.02%, 1-year -5.60%, 3-year 13.20%, 5-year 0.02%, 10-year 11.42%.

LCMIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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