LNCAX Mutual Fund

LNCAX Mutual Fund

NAV$10.94
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Returns Overview

1 Month
+1.12%
3 Months
-0.57%
6 Months
-0.16%
YTD
+1.58%
1 Year
+2.49%
3 Years (annualized)
+9.51%
5 Years (annualized)
+2.35%
10 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNCAX 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
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🏦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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+3.07%
vs Peers
-1.49%

LNCAX Mutual Fund Performance

LNCAX performance across multiple time periods: 1-month 1.12%, YTD 1.58%, 1-year 2.49%, 3-year 9.51%, 5-year 2.35%, 10-year 3.44%.

LNCAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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