LNCAX Mutual Fund

LNCAX Mutual Fund

NAV$11.29
See how much of LNCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
+0.41%
6 Months
+1.34%
YTD
+2.16%
1 Year
+7.00%
3 Years (annualized)
+6.94%
5 Years (annualized)
+2.47%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNCAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+3.39%
vs Peers
-1.23%

LNCAX Mutual Fund Performance

LNCAX performance across multiple time periods: 1-month -1.04%, YTD 2.16%, 1-year 7.00%, 3-year 6.94%, 5-year 2.47%, 10-year 3.37%.

LNCAX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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