LCGRX Mutual Fund

NAV$28.93

Returns Overview

1 Month
+11.34%
3 Months
+27.69%
6 Months
+28.45%
YTD
+28.45%
1 Year
+36.24%
3 Years (annualized)
+17.49%
5 Years (annualized)
+11.38%
10 Years (annualized)
+19.34%

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
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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+28.45%
Peer Avg (YTD)
+18.52%
vs Peers
+9.93%

LCGRX Mutual Fund Performance

LCGRX performance across multiple time periods: 1-month 11.34%, YTD 28.45%, 1-year 36.24%, 3-year 17.49%, 5-year 11.38%, 10-year 19.34%.

LCGRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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