LCSMX Mutual Fund

NAV$18.89

Returns Overview

1 Month
+1.62%
3 Months
+46.57%
6 Months
+63.03%
YTD
+58.43%
1 Year
+111.25%
3 Years (annualized)
+30.16%
5 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+58.43%
Peer Avg (YTD)
+23.08%
vs Peers
+35.35%

LCSMX Mutual Fund Performance

LCSMX performance across multiple time periods: 1-month 1.62%, YTD 58.43%, 1-year 111.25%, 3-year 30.16%, 5-year 11.73%.

LCSMX returns outperform the peer average of 23.08% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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