LCSBX Mutual Fund

LCSBX Mutual Fund

NAV$9.23
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Returns Overview

3 Months
+0.11%
6 Months
+0.74%
YTD
+0.74%
1 Year
+1.78%
3 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSBX 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
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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
Bloomberg 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+2.93%
vs Peers
-2.18%

LCSBX Mutual Fund Performance

LCSBX performance across multiple time periods: YTD 0.74%, 1-year 1.78%, 3-year 2.50%.

LCSBX returns trail the peer average of 2.93% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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