LCBVX Mutual Fund

NAV$44.08

Returns Overview

1 Month
+1.45%
3 Months
+4.45%
6 Months
+7.96%
YTD
+12.08%
1 Year
+19.79%
3 Years (annualized)
+12.51%
5 Years (annualized)
+8.37%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.08%
Peer Avg (YTD)
+9.49%
vs Peers
+2.59%

LCBVX Mutual Fund Performance

LCBVX performance across multiple time periods: 1-month 1.45%, YTD 12.08%, 1-year 19.79%, 3-year 12.51%, 5-year 8.37%, 10-year 10.18%.

LCBVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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