LNCIX Mutual Fund

NAV$11.23

Returns Overview

1 Month
+0.24%
3 Months
+4.06%
6 Months
+3.47%
YTD
+3.38%
1 Year
+8.56%
3 Years (annualized)
+7.76%
5 Years (annualized)
+3.00%
10 Years (annualized)
+3.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNCIX 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)
+3.38%
Peer Avg (YTD)
+4.14%
vs Peers
-0.77%

LNCIX Mutual Fund Performance

LNCIX performance across multiple time periods: 1-month 0.24%, YTD 3.38%, 1-year 8.56%, 3-year 7.76%, 5-year 3.00%, 10-year 3.71%.

LNCIX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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