LBGCX Mutual Fund

LBGCX Mutual Fund

NAV$32.71
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Returns Overview

1 Month
-3.82%
3 Months
-5.45%
6 Months
-5.69%
YTD
-3.93%
1 Year
-6.67%
3 Years (annualized)
+11.91%
5 Years (annualized)
-1.11%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBGCX 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)
-3.93%
Peer Avg (YTD)
+8.01%
vs Peers
-11.94%

LBGCX Mutual Fund Performance

LBGCX performance across multiple time periods: 1-month -3.82%, YTD -3.93%, 1-year -6.67%, 3-year 11.91%, 5-year -1.11%, 10-year 10.17%.

LBGCX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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