LCORX Mutual Fund

LCORX Mutual Fund

NAV$24.07
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Returns Overview

1 Month
+2.77%
3 Months
+2.09%
6 Months
+3.54%
YTD
+8.37%
1 Year
+13.11%
3 Years (annualized)
+15.58%
5 Years (annualized)
+10.70%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCORX 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
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📉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
Morningstar Tactical Allocation Category Average
This Mutual Fund (YTD)
+8.37%
Peer Avg (YTD)
+6.28%
vs Peers
+2.08%

LCORX Mutual Fund Performance

LCORX performance across multiple time periods: 1-month 2.77%, YTD 8.37%, 1-year 13.11%, 3-year 15.58%, 5-year 10.70%, 10-year 11.26%.

LCORX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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