LCAGX Mutual Fund

NAV$19.63

Returns Overview

1 Month
-7.23%
3 Months
+0.98%
6 Months
+7.80%
YTD
+14.66%
1 Year
+37.00%
3 Years (annualized)
+20.62%
5 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCAGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+14.66%
Peer Avg (YTD)
+8.97%
vs Peers
+5.69%

LCAGX Mutual Fund Performance

LCAGX performance across multiple time periods: 1-month -7.23%, YTD 14.66%, 1-year 37.00%, 3-year 20.62%, 5-year 7.73%.

LCAGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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