LCCCX Mutual Fund

LCCCX Mutual Fund

NAV$33.50
See how much of LCCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.23%
3 Months
+0.75%
6 Months
+6.12%
YTD
+9.72%
1 Year
+9.60%
3 Years (annualized)
+21.29%
5 Years (annualized)
+11.03%
10 Years (annualized)
+13.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCCCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+10.80%
vs Peers
-1.08%

LCCCX Mutual Fund Performance

LCCCX performance across multiple time periods: 1-month -1.23%, YTD 9.72%, 1-year 9.60%, 3-year 21.29%, 5-year 11.03%, 10-year 13.75%.

LCCCX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

LCCCX vs another fund shows side-by-side returns. LCCCX alternatives are available in the Mutual Fund Screener.