LCEIX Mutual Fund

LCEIX Mutual Fund

NAV$20.57
See how much of LCEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.54%
3 Months
+3.44%
6 Months
+7.27%
YTD
+11.70%
1 Year
+16.78%
3 Years (annualized)
+18.46%
5 Years (annualized)
+10.06%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEIX 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 Value Index(RLV)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+20.32%
vs Peers
-8.63%

LCEIX Mutual Fund Performance

LCEIX performance across multiple time periods: 1-month 5.54%, YTD 11.70%, 1-year 16.78%, 3-year 18.46%, 5-year 10.06%, 10-year 9.49%.

LCEIX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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