LCRRX Mutual Fund

LCRRX Mutual Fund

NAV$8.79
See how much of LCRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.25%
3 Months
-0.89%
6 Months
-2.63%
YTD
-1.48%
1 Year
+1.43%
3 Years (annualized)
+3.32%
5 Years (annualized)
-0.97%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCRRX 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)
-1.48%
Peer Avg (YTD)
+2.15%
vs Peers
-3.64%

LCRRX Mutual Fund Performance

LCRRX performance across multiple time periods: 1-month 0.25%, YTD -1.48%, 1-year 1.43%, 3-year 3.32%, 5-year -0.97%, 10-year 0.85%.

LCRRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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