LCCAX Mutual Fund

NAV$43.24

Returns Overview

1 Month
-0.93%
3 Months
+15.08%
6 Months
+8.54%
YTD
+8.34%
1 Year
+19.74%
3 Years (annualized)
+18.51%
5 Years (annualized)
+11.78%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCCAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+9.51%
vs Peers
-1.17%

LCCAX Mutual Fund Performance

LCCAX performance across multiple time periods: 1-month -0.93%, YTD 8.34%, 1-year 19.74%, 3-year 18.51%, 5-year 11.78%, 10-year 14.35%.

LCCAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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