LCTRX Mutual Fund

LCTRX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
+0.31%
3 Months
+0.18%
6 Months
+0.78%
YTD
+1.95%
1 Year
+3.28%
3 Years (annualized)
+5.47%
5 Years (annualized)
+4.87%
10 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCTRX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+2.15%
vs Peers
-0.21%

LCTRX Mutual Fund Performance

LCTRX performance across multiple time periods: 1-month 0.31%, YTD 1.95%, 1-year 3.28%, 3-year 5.47%, 5-year 4.87%, 10-year 4.65%.

LCTRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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