LFGIX Mutual Fund

LFGIX Mutual Fund

NAV$44.38
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Returns Overview

1 Month
-6.66%
3 Months
+0.90%
6 Months
+5.38%
YTD
+2.92%
1 Year
+5.30%
3 Years (annualized)
+23.12%
5 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGIX 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)
+2.92%
Peer Avg (YTD)
+6.23%
vs Peers
-3.31%

LFGIX Mutual Fund Performance

LFGIX performance across multiple time periods: 1-month -6.66%, YTD 2.92%, 1-year 5.30%, 3-year 23.12%, 5-year 8.55%.

LFGIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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