LCRCX Mutual Fund

NAV$9.01

Returns Overview

1 Month
-1.53%
3 Months
-2.07%
6 Months
-3.12%
YTD
-3.22%
1 Year
+1.47%
3 Years (annualized)
+3.19%
5 Years (annualized)
-0.90%
10 Years (annualized)
+0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCRCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.22%
Peer Avg (YTD)
+3.23%
vs Peers
-6.45%

LCRCX Mutual Fund Performance

LCRCX performance across multiple time periods: 1-month -1.53%, YTD -3.22%, 1-year 1.47%, 3-year 3.19%, 5-year -0.90%, 10-year 0.72%.

LCRCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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