LCRFX Mutual Fund

LCRFX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+1.82%
3 Months
-0.23%
6 Months
-1.71%
YTD
-2.23%
1 Year
-2.28%
3 Years (annualized)
+3.90%
5 Years (annualized)
-1.38%
10 Years (annualized)
+0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCRFX 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

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.23%
Peer Avg (YTD)
+1.93%
vs Peers
-4.16%

LCRFX Mutual Fund Performance

LCRFX performance across multiple time periods: 1-month 1.82%, YTD -2.23%, 1-year -2.28%, 3-year 3.90%, 5-year -1.38%, 10-year 0.72%.

LCRFX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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