LCRIX Mutual Fund

LCRIX Mutual Fund

NAV$24.48
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Returns Overview

1 Month
-0.62%
3 Months
+1.13%
6 Months
+3.92%
YTD
+5.47%
1 Year
+13.88%
3 Years (annualized)
+10.93%
5 Years (annualized)
+7.11%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCRIX 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)
+5.47%
Peer Avg (YTD)
+5.54%
vs Peers
-0.07%

LCRIX Mutual Fund Performance

LCRIX performance across multiple time periods: 1-month -0.62%, YTD 5.47%, 1-year 13.88%, 3-year 10.93%, 5-year 7.11%, 10-year 7.93%.

LCRIX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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