LFGFX Mutual Fund

LFGFX Mutual Fund

NAV$47.76
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Returns Overview

1 Month
+2.01%
3 Months
-3.28%
6 Months
+13.24%
YTD
+5.00%
1 Year
+6.32%
3 Years (annualized)
+24.47%
5 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGFX 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
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📉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)
+5.00%
Peer Avg (YTD)
+8.51%
vs Peers
-3.51%

LFGFX Mutual Fund Performance

LFGFX performance across multiple time periods: 1-month 2.01%, YTD 5.00%, 1-year 6.32%, 3-year 24.47%, 5-year 8.19%.

LFGFX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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