LCSSX Mutual Fund

NAV$64.52

Returns Overview

1 Month
+1.00%
3 Months
+14.39%
6 Months
+5.44%
YTD
+5.36%
1 Year
+11.34%
3 Years (annualized)
+13.36%
5 Years (annualized)
+3.76%
10 Years (annualized)
+18.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCSSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.36%
Peer Avg (YTD)
+10.82%
vs Peers
-5.46%

LCSSX Mutual Fund Performance

LCSSX performance across multiple time periods: 1-month 1.00%, YTD 5.36%, 1-year 11.34%, 3-year 13.36%, 5-year 3.76%, 10-year 18.07%.

LCSSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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