LCMIX Mutual Fund

NAV$45.04

Returns Overview

1 Month
-4.90%
6 Months
+2.55%
YTD
+2.22%
1 Year
+7.62%
3 Years (annualized)
+12.99%
5 Years (annualized)
+5.07%
10 Years (annualized)
+16.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+10.82%
vs Peers
-8.59%

LCMIX Mutual Fund Performance

LCMIX performance across multiple time periods: 1-month -4.90%, YTD 2.22%, 1-year 7.62%, 3-year 12.99%, 5-year 5.07%, 10-year 16.75%.

LCMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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