LARCX Mutual Fund

LARCX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
-0.66%
3 Months
+0.39%
6 Months
+1.44%
YTD
+2.76%
1 Year
+4.05%
3 Years (annualized)
+6.44%
5 Years (annualized)
+5.09%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LARCX 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
Morningstar LSTA US Leveraged Loan Index
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+0.72%
vs Peers
+2.04%

LARCX Mutual Fund Performance

LARCX performance across multiple time periods: 1-month -0.66%, YTD 2.76%, 1-year 4.05%, 3-year 6.44%, 5-year 5.09%, 10-year 3.76%.

LARCX returns outperform the peer average of 0.72% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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