LBGAX Mutual Fund

LBGAX Mutual Fund

NAV$42.83
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Returns Overview

1 Month
-4.87%
3 Months
-0.05%
6 Months
+2.41%
YTD
+2.04%
1 Year
+0.16%
3 Years (annualized)
+9.38%
5 Years (annualized)
+2.93%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBGAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+9.54%
vs Peers
-7.50%

LBGAX Mutual Fund Performance

LBGAX performance across multiple time periods: 1-month -4.87%, YTD 2.04%, 1-year 0.16%, 3-year 9.38%, 5-year 2.93%, 10-year 10.93%.

LBGAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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