LCMMX Mutual Fund

NAV$73.48

Returns Overview

1 Month
-2.29%
3 Months
-0.92%
6 Months
-0.28%
YTD
-0.72%
1 Year
+5.30%
3 Years (annualized)
+14.50%
5 Years (annualized)
+11.48%
10 Years (annualized)
+16.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMMX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+8.97%
vs Peers
-9.69%

LCMMX Mutual Fund Performance

LCMMX performance across multiple time periods: 1-month -2.29%, YTD -0.72%, 1-year 5.30%, 3-year 14.50%, 5-year 11.48%, 10-year 16.32%.

LCMMX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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