LCSSX Mutual Fund

LCSSX Mutual Fund

NAV$61.92
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Returns Overview

1 Month
-0.80%
3 Months
-0.46%
6 Months
+4.33%
YTD
+2.71%
1 Year
+0.40%
3 Years (annualized)
+16.45%
5 Years (annualized)
+1.70%
10 Years (annualized)
+16.13%

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)
+2.71%
Peer Avg (YTD)
+8.01%
vs Peers
-5.30%

LCSSX Mutual Fund Performance

LCSSX performance across multiple time periods: 1-month -0.80%, YTD 2.71%, 1-year 0.40%, 3-year 16.45%, 5-year 1.70%, 10-year 16.13%.

LCSSX returns trail the peer average of 8.01% 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.