LCEFX Mutual Fund

LCEFX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
+5.60%
3 Months
+3.50%
6 Months
+7.40%
YTD
+11.91%
1 Year
+17.07%
3 Years (annualized)
+18.77%
5 Years (annualized)
+10.35%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+14.61%
vs Peers
-2.71%

LCEFX Mutual Fund Performance

LCEFX performance across multiple time periods: 1-month 5.60%, YTD 11.91%, 1-year 17.07%, 3-year 18.77%, 5-year 10.35%, 10-year 9.86%.

LCEFX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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