LCSIX Mutual Fund

LCSIX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-0.11%
3 Months
-1.81%
6 Months
-3.87%
YTD
+1.16%
1 Year
-0.21%
3 Years (annualized)
-2.30%
5 Years (annualized)
+0.32%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSIX 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
HFRI Macro Commodity Index
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+1.55%
vs Peers
-0.39%

LCSIX Mutual Fund Performance

LCSIX performance across multiple time periods: 1-month -0.11%, YTD 1.16%, 1-year -0.21%, 3-year -2.30%, 5-year 0.32%, 10-year 2.58%.

LCSIX returns trail the peer average of 1.55% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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