LCLAX Mutual Fund

NAV$59.28

Returns Overview

1 Month
-1.97%
3 Months
+4.07%
6 Months
+3.51%
YTD
+2.97%
1 Year
+10.96%
3 Years (annualized)
+12.97%
5 Years (annualized)
+2.74%
10 Years (annualized)
+16.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.97%
Peer Avg (YTD)
+10.82%
vs Peers
-7.85%

LCLAX Mutual Fund Performance

LCLAX performance across multiple time periods: 1-month -1.97%, YTD 2.97%, 1-year 10.96%, 3-year 12.97%, 5-year 2.74%, 10-year 16.90%.

LCLAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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