LCMNX Mutual Fund

LCMNX Mutual Fund

NAV$10.24
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Returns Overview

1 Month
+4.89%
3 Months
+2.04%
6 Months
+4.29%
YTD
+14.22%
1 Year
+19.44%
3 Years (annualized)
+22.91%
5 Years (annualized)
+6.34%
10 Years (annualized)
+8.63%

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
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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
ICE Bank of America Merrill Lynch High Yield Masters II Index(^IBMLHYM2)
This Mutual Fund (YTD)
+14.22%
Peer Avg (YTD)
+6.22%
vs Peers
+8.00%

LCMNX Mutual Fund Performance

LCMNX performance across multiple time periods: 1-month 4.89%, YTD 14.22%, 1-year 19.44%, 3-year 22.91%, 5-year 6.34%, 10-year 8.63%.

LCMNX returns outperform the peer average of 6.22% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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