LCMRX Mutual Fund

NAV$39.66

Returns Overview

1 Month
-4.41%
3 Months
+0.10%
6 Months
+1.93%
YTD
+1.90%
1 Year
+6.85%
3 Years (annualized)
+12.20%
5 Years (annualized)
+4.41%
10 Years (annualized)
+16.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMRX 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)
+1.90%
Peer Avg (YTD)
+10.82%
vs Peers
-8.91%

LCMRX Mutual Fund Performance

LCMRX performance across multiple time periods: 1-month -4.41%, YTD 1.90%, 1-year 6.85%, 3-year 12.20%, 5-year 4.41%, 10-year 16.17%.

LCMRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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