LFGCX Mutual Fund

NAV$41.59

Returns Overview

1 Month
+1.50%
3 Months
+22.86%
6 Months
+9.70%
YTD
+9.73%
1 Year
+15.20%
3 Years (annualized)
+26.25%
5 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGCX 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)
+9.73%
Peer Avg (YTD)
+8.97%
vs Peers
+0.75%

LFGCX Mutual Fund Performance

LFGCX performance across multiple time periods: 1-month 1.50%, YTD 9.73%, 1-year 15.20%, 3-year 26.25%, 5-year 12.37%.

LFGCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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