LFGAX Mutual Fund

NAV$44.69

Returns Overview

1 Month
+1.57%
3 Months
+23.08%
6 Months
+10.11%
YTD
+10.13%
1 Year
+16.04%
3 Years (annualized)
+27.18%
5 Years (annualized)
+13.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGAX 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)
+10.13%
Peer Avg (YTD)
+8.97%
vs Peers
+1.16%

LFGAX Mutual Fund Performance

LFGAX performance across multiple time periods: 1-month 1.57%, YTD 10.13%, 1-year 16.04%, 3-year 27.18%, 5-year 13.16%.

LFGAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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