LCBEX Mutual Fund

NAV$33.13

Returns Overview

1 Month
+2.70%
3 Months
+1.97%
6 Months
+4.48%
YTD
+7.50%
1 Year
+13.50%
3 Years (annualized)
+13.87%
5 Years (annualized)
+10.66%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+9.51%
vs Peers
-2.01%

LCBEX Mutual Fund Performance

LCBEX performance across multiple time periods: 1-month 2.70%, YTD 7.50%, 1-year 13.50%, 3-year 13.87%, 5-year 10.66%, 10-year 12.30%.

LCBEX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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