USLCX Mutual Fund

USLCX Mutual Fund

NAV$29.99
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Returns Overview

1 Month
+3.06%
3 Months
+0.69%
6 Months
-0.10%
YTD
-2.43%
1 Year
-4.41%
3 Years (annualized)
+7.05%
5 Years (annualized)
+1.12%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USLCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-2.43%
Peer Avg (YTD)
+6.23%
vs Peers
-8.66%

USLCX Mutual Fund Performance

USLCX performance across multiple time periods: 1-month 3.06%, YTD -2.43%, 1-year -4.41%, 3-year 7.05%, 5-year 1.12%, 10-year 10.20%.

USLCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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