LCRIX Mutual Fund

LCRIX Mutual Fund

NAV$24.28
See how much of LCRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.80%
3 Months
+2.11%
6 Months
+3.62%
YTD
+8.43%
1 Year
+13.28%
3 Years (annualized)
+15.87%
5 Years (annualized)
+9.48%
10 Years (annualized)
+9.23%

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
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
Morningstar Tactical Allocation Category Average
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+6.28%
vs Peers
+2.15%

LCRIX Mutual Fund Performance

LCRIX performance across multiple time periods: 1-month 2.80%, YTD 8.43%, 1-year 13.28%, 3-year 15.87%, 5-year 9.48%, 10-year 9.23%.

LCRIX returns outperform the peer average of 6.28% 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.