USLCX Mutual Fund

NAV$30.12

Returns Overview

1 Month
-4.50%
3 Months
+6.16%
6 Months
-6.11%
YTD
-5.33%
1 Year
-7.86%
3 Years (annualized)
+13.04%
5 Years (annualized)
+4.67%
10 Years (annualized)
+12.34%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-5.33%
Peer Avg (YTD)
+8.97%
vs Peers
-14.30%

USLCX Mutual Fund Performance

USLCX performance across multiple time periods: 1-month -4.50%, YTD -5.33%, 1-year -7.86%, 3-year 13.04%, 5-year 4.67%, 10-year 12.34%.

USLCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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