LCLIX Mutual Fund

NAV$43.98

Returns Overview

1 Month
+1.66%
3 Months
+3.75%
6 Months
+8.49%
YTD
+11.85%
1 Year
+20.59%
3 Years (annualized)
+13.32%
5 Years (annualized)
+9.16%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCLIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.85%
Peer Avg (YTD)
+9.49%
vs Peers
+2.36%

LCLIX Mutual Fund Performance

LCLIX performance across multiple time periods: 1-month 1.66%, YTD 11.85%, 1-year 20.59%, 3-year 13.32%, 5-year 9.16%, 10-year 10.89%.

LCLIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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