LNCAX Mutual Fund

NAV$11.29

Returns Overview

1 Month
+0.30%
3 Months
+4.05%
6 Months
+3.43%
YTD
+3.24%
1 Year
+8.43%
3 Years (annualized)
+7.58%
5 Years (annualized)
+2.85%
10 Years (annualized)
+3.65%

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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+4.14%
vs Peers
-0.90%

LNCAX Mutual Fund Performance

LNCAX performance across multiple time periods: 1-month 0.30%, YTD 3.24%, 1-year 8.43%, 3-year 7.58%, 5-year 2.85%, 10-year 3.65%.

LNCAX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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