LCSAX Mutual Fund

NAV$8.52

Returns Overview

1 Month
-0.81%
3 Months
-1.71%
6 Months
+0.94%
YTD
+1.29%
1 Year
-0.25%
3 Years (annualized)
-2.00%
5 Years (annualized)
+0.12%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSAX 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
HFRI Macro Commodity Index
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+1.29%
vs Peers
+0.00%

LCSAX Mutual Fund Performance

LCSAX performance across multiple time periods: 1-month -0.81%, YTD 1.29%, 1-year -0.25%, 3-year -2.00%, 5-year 0.12%, 10-year 2.43%.

LCSAX returns outperform the peer average of 1.29% YTD. With an expense ratio of 2.37%, investors should weigh costs against performance when evaluating this mutual fund.

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