USLCX Mutual Fund

USLCX Mutual Fund

NAV$30.71
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Returns Overview

1 Month
+3.89%
3 Months
+2.25%
6 Months
+7.94%
YTD
+1.37%
1 Year
-0.05%
3 Years (annualized)
+25.99%
5 Years (annualized)
+12.90%
10 Years (annualized)
+22.47%

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
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🏦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)
+1.37%
Peer Avg (YTD)
+8.51%
vs Peers
-7.14%

USLCX Mutual Fund Performance

USLCX performance across multiple time periods: 1-month 3.89%, YTD 1.37%, 1-year -0.05%, 3-year 25.99%, 5-year 12.90%, 10-year 22.47%.

USLCX returns trail the peer average of 8.51% 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.