LCGJX Mutual Fund

LCGJX Mutual Fund

NAV$31.09
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Returns Overview

1 Month
+0.63%
3 Months
+2.52%
6 Months
+3.42%
YTD
+1.83%
1 Year
+3.33%
3 Years (annualized)
+16.10%
5 Years (annualized)
+8.00%
10 Years (annualized)
+15.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCGJX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+6.23%
vs Peers
-4.40%

LCGJX Mutual Fund Performance

LCGJX performance across multiple time periods: 1-month 0.63%, YTD 1.83%, 1-year 3.33%, 3-year 16.10%, 5-year 8.00%, 10-year 15.87%.

LCGJX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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