LCEVX Mutual Fund

LCEVX Mutual Fund

NAV$20.13
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Returns Overview

1 Month
+5.44%
3 Months
+3.23%
6 Months
+6.85%
YTD
+10.92%
1 Year
+15.74%
3 Years (annualized)
+17.47%
5 Years (annualized)
+9.13%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCEVX 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
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🏦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)
+10.92%
Peer Avg (YTD)
+20.32%
vs Peers
-9.41%

LCEVX Mutual Fund Performance

LCEVX performance across multiple time periods: 1-month 5.44%, YTD 10.92%, 1-year 15.74%, 3-year 17.47%, 5-year 9.13%, 10-year 8.63%.

LCEVX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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