LCROX Mutual Fund

NAV$9.06

Returns Overview

1 Month
+0.18%
3 Months
+0.36%
6 Months
-0.43%
YTD
-0.32%
1 Year
+2.03%
3 Years (annualized)
+3.96%
5 Years (annualized)
-0.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCROX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+3.23%
vs Peers
-3.55%

LCROX Mutual Fund Performance

LCROX performance across multiple time periods: 1-month 0.18%, YTD -0.32%, 1-year 2.03%, 3-year 3.96%, 5-year -0.09%.

LCROX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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