LCMRX Mutual Fund

LCMRX Mutual Fund

NAV$39.01
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Returns Overview

1 Month
-0.13%
3 Months
-2.25%
6 Months
+0.99%
YTD
+1.77%
1 Year
-1.63%
3 Years (annualized)
+10.51%
5 Years (annualized)
+1.85%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMRX 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)
+1.77%
Peer Avg (YTD)
+9.89%
vs Peers
-8.12%

LCMRX Mutual Fund Performance

LCMRX performance across multiple time periods: 1-month -0.13%, YTD 1.77%, 1-year -1.63%, 3-year 10.51%, 5-year 1.85%, 10-year 14.90%.

LCMRX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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