LEGCX Mutual Fund

LEGCX Mutual Fund

NAV$55.70
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Returns Overview

1 Month
+3.80%
3 Months
-3.03%
6 Months
+12.75%
YTD
+6.96%
1 Year
+12.80%
3 Years (annualized)
+20.00%
5 Years (annualized)
+9.47%
10 Years (annualized)
+15.51%

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
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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)
+6.96%
Peer Avg (YTD)
+8.51%
vs Peers
-1.55%

LEGCX Mutual Fund Performance

LEGCX performance across multiple time periods: 1-month 3.80%, YTD 6.96%, 1-year 12.80%, 3-year 20.00%, 5-year 9.47%, 10-year 15.51%.

LEGCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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