LCBOX Mutual Fund

NAV$31.50

Returns Overview

1 Month
+3.45%
3 Months
+1.65%
6 Months
+4.69%
YTD
+7.36%
1 Year
+13.46%
3 Years (annualized)
+13.81%
5 Years (annualized)
+10.60%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBOX 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)
+7.36%
Peer Avg (YTD)
+9.51%
vs Peers
-2.15%

LCBOX Mutual Fund Performance

LCBOX performance across multiple time periods: 1-month 3.45%, YTD 7.36%, 1-year 13.46%, 3-year 13.81%, 5-year 10.60%, 10-year 12.32%.

LCBOX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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