LCSSX Mutual Fund

LCSSX Mutual Fund

NAV$62.52
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Returns Overview

1 Month
-2.06%
3 Months
+4.82%
6 Months
+3.83%
YTD
+3.19%
1 Year
+5.87%
3 Years (annualized)
+11.42%
5 Years (annualized)
+2.51%
10 Years (annualized)
+16.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+9.54%
vs Peers
-6.35%

LCSSX Mutual Fund Performance

LCSSX performance across multiple time periods: 1-month -2.06%, YTD 3.19%, 1-year 5.87%, 3-year 11.42%, 5-year 2.51%, 10-year 16.25%.

LCSSX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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