LEGCX Mutual Fund

NAV$54.90

Returns Overview

1 Month
-3.56%
3 Months
+17.56%
6 Months
+6.09%
YTD
+6.36%
1 Year
+17.33%
3 Years (annualized)
+20.34%
5 Years (annualized)
+12.87%
10 Years (annualized)
+21.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGCX 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)
+6.36%
Peer Avg (YTD)
+8.97%
vs Peers
-2.61%

LEGCX Mutual Fund Performance

LEGCX performance across multiple time periods: 1-month -3.56%, YTD 6.36%, 1-year 17.33%, 3-year 20.34%, 5-year 12.87%, 10-year 21.76%.

LEGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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