LCGJX Mutual Fund

NAV$31.82

Returns Overview

1 Month
-4.56%
3 Months
+15.05%
6 Months
+0.70%
YTD
+1.20%
1 Year
+6.29%
3 Years (annualized)
+16.79%
5 Years (annualized)
+8.65%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+8.97%
vs Peers
-7.77%

LCGJX Mutual Fund Performance

LCGJX performance across multiple time periods: 1-month -4.56%, YTD 1.20%, 1-year 6.29%, 3-year 16.79%, 5-year 8.65%.

LCGJX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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