LCGRX Mutual Fund

LCGRX Mutual Fund

NAV$27.18
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Returns Overview

1 Month
-0.35%
3 Months
+3.16%
6 Months
+11.90%
YTD
+19.01%
1 Year
+20.23%
3 Years (annualized)
+12.96%
5 Years (annualized)
+4.18%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCGRX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+19.01%
Peer Avg (YTD)
+15.20%
vs Peers
+3.81%

LCGRX Mutual Fund Performance

LCGRX performance across multiple time periods: 1-month -0.35%, YTD 19.01%, 1-year 20.23%, 3-year 12.96%, 5-year 4.18%, 10-year 11.33%.

LCGRX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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