LCMIX Mutual Fund

LCMIX Mutual Fund

NAV$45.94
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Returns Overview

1 Month
-4.84%
3 Months
+0.07%
6 Months
+2.62%
YTD
+2.29%
1 Year
+0.57%
3 Years (annualized)
+9.83%
5 Years (annualized)
+3.32%
10 Years (annualized)
+11.35%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+9.54%
vs Peers
-7.25%

LCMIX Mutual Fund Performance

LCMIX performance across multiple time periods: 1-month -4.84%, YTD 2.29%, 1-year 0.57%, 3-year 9.83%, 5-year 3.32%, 10-year 11.35%.

LCMIX returns trail the peer average of 9.54% 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.