LCAOX Mutual Fund

NAV$10.54

Returns Overview

1 Month
-1.59%
3 Months
+1.05%
6 Months
+1.44%
YTD
+4.46%
1 Year
+13.61%
3 Years (annualized)
+12.07%
5 Years (annualized)
+5.34%
10 Years (annualized)
+6.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCAOX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Global Asset Allocation Blended Index
This Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+5.87%
vs Peers
-1.41%

LCAOX Mutual Fund Performance

LCAOX performance across multiple time periods: 1-month -1.59%, YTD 4.46%, 1-year 13.61%, 3-year 12.07%, 5-year 5.34%, 10-year 6.66%.

LCAOX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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