LCMNX Mutual Fund

NAV$10.19

Returns Overview

1 Month
-2.48%
3 Months
+1.33%
6 Months
+5.25%
YTD
+4.68%
1 Year
+12.78%
3 Years (annualized)
+18.36%
5 Years (annualized)
+4.62%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
ICE Bank of America Merrill Lynch High Yield Masters II Index(^IBMLHYM2)
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+6.73%
vs Peers
-2.05%

LCMNX Mutual Fund Performance

LCMNX performance across multiple time periods: 1-month -2.48%, YTD 4.68%, 1-year 12.78%, 3-year 18.36%, 5-year 4.62%, 10-year 8.32%.

LCMNX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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