LCOIX Mutual Fund

LCOIX Mutual Fund

NAV$24.43
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Returns Overview

1 Month
+4.86%
3 Months
+2.81%
6 Months
+6.59%
YTD
+3.86%
1 Year
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+3.45%
vs Peers
+0.41%

LCOIX Mutual Fund Performance

LCOIX performance across multiple time periods: 1-month 4.86%, YTD 3.86%, 1-year 11.02%.

LCOIX returns outperform the peer average of 3.45% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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