LCLCX Mutual Fund

NAV$54.28

Returns Overview

1 Month
+0.90%
3 Months
+14.08%
6 Months
+4.87%
YTD
+4.81%
1 Year
+10.13%
3 Years (annualized)
+12.12%
5 Years (annualized)
+1.96%
10 Years (annualized)
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+10.82%
vs Peers
-6.01%

LCLCX Mutual Fund Performance

LCLCX performance across multiple time periods: 1-month 0.90%, YTD 4.81%, 1-year 10.13%, 3-year 12.12%, 5-year 1.96%, 10-year 16.03%.

LCLCX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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