LCMRX Mutual Fund

LCMRX Mutual Fund

NAV$40.41
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Returns Overview

1 Month
-4.87%
3 Months
-0.10%
6 Months
+2.27%
YTD
+1.90%
1 Year
-0.12%
3 Years (annualized)
+9.08%
5 Years (annualized)
+2.68%
10 Years (annualized)
+10.56%

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)
+1.90%
Peer Avg (YTD)
+9.54%
vs Peers
-7.64%

LCMRX Mutual Fund Performance

LCMRX performance across multiple time periods: 1-month -4.87%, YTD 1.90%, 1-year -0.12%, 3-year 9.08%, 5-year 2.68%, 10-year 10.56%.

LCMRX returns trail the peer average of 9.54% 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.