LFGFX Mutual Fund

NAV$45.62

Returns Overview

1 Month
+1.58%
3 Months
+23.16%
6 Months
+10.22%
YTD
+10.27%
1 Year
+16.33%
3 Years (annualized)
+27.51%
5 Years (annualized)
+10.61%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.27%
Peer Avg (YTD)
+8.97%
vs Peers
+1.30%

LFGFX Mutual Fund Performance

LFGFX performance across multiple time periods: 1-month 1.58%, YTD 10.27%, 1-year 16.33%, 3-year 27.51%, 5-year 10.61%.

LFGFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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