LCRYX Mutual Fund

LCRYX Mutual Fund

NAV$8.82
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Returns Overview

1 Month
+1.94%
3 Months
-0.51%
6 Months
-1.66%
YTD
-0.60%
1 Year
-0.15%
3 Years (annualized)
+5.69%
5 Years (annualized)
+0.00%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCRYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.60%
Peer Avg (YTD)
+0.72%
vs Peers
-1.32%

LCRYX Mutual Fund Performance

LCRYX performance across multiple time periods: 1-month 1.94%, YTD -0.60%, 1-year -0.15%, 3-year 5.69%, 5-year 0.00%, 10-year 0.84%.

LCRYX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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