LCSTX Mutual Fund

LCSTX Mutual Fund

NAV$30.45
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Returns Overview

1 Month
-0.76%
3 Months
+3.14%
6 Months
+8.58%
YTD
+9.17%
1 Year
+14.55%
3 Years (annualized)
+12.34%
5 Years (annualized)
+6.68%
10 Years (annualized)
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSTX 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)
+9.17%
Peer Avg (YTD)
+9.41%
vs Peers
-0.24%

LCSTX Mutual Fund Performance

LCSTX performance across multiple time periods: 1-month -0.76%, YTD 9.17%, 1-year 14.55%, 3-year 12.34%, 5-year 6.68%, 10-year 13.73%.

LCSTX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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