LCGFX Mutual Fund

LCGFX Mutual Fund

NAV$31.33
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Returns Overview

1 Month
+0.63%
3 Months
+2.52%
6 Months
+3.39%
YTD
+1.77%
1 Year
+3.26%
3 Years (annualized)
+16.03%
5 Years (annualized)
+8.83%
10 Years (annualized)
+16.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCGFX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+6.23%
vs Peers
-4.47%

LCGFX Mutual Fund Performance

LCGFX performance across multiple time periods: 1-month 0.63%, YTD 1.77%, 1-year 3.26%, 3-year 16.03%, 5-year 8.83%, 10-year 16.36%.

LCGFX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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