LNCCX Mutual Fund

NAV$11.12

Returns Overview

1 Month
-0.09%
3 Months
+3.33%
6 Months
+2.39%
YTD
+2.29%
1 Year
+6.24%
3 Years (annualized)
+5.92%
5 Years (annualized)
+1.59%
10 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNCCX 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

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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)
+2.29%
Peer Avg (YTD)
+4.14%
vs Peers
-1.85%

LNCCX Mutual Fund Performance

LNCCX performance across multiple time periods: 1-month -0.09%, YTD 2.29%, 1-year 6.24%, 3-year 5.92%, 5-year 1.59%, 10-year 2.52%.

LNCCX returns trail the peer average of 4.14% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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