LCRIX Mutual Fund

LCRIX Mutual Fund

NAV$24.07
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Returns Overview

1 Month
+0.66%
3 Months
+1.71%
6 Months
+2.86%
YTD
+7.28%
1 Year
+9.83%
3 Years (annualized)
+13.15%
5 Years (annualized)
+7.30%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCRIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Tactical Allocation Category Average
This Mutual Fund (YTD)
+7.28%
Peer Avg (YTD)
+5.28%
vs Peers
+1.99%

LCRIX Mutual Fund Performance

LCRIX performance across multiple time periods: 1-month 0.66%, YTD 7.28%, 1-year 9.83%, 3-year 13.15%, 5-year 7.30%, 10-year 8.38%.

LCRIX returns outperform the peer average of 5.28% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

LCRIX vs another fund shows side-by-side returns. LCRIX alternatives are available in the Mutual Fund Screener.