LFGQX Mutual Fund

LFGQX Mutual Fund

NAV$43.28
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Returns Overview

1 Month
-6.69%
3 Months
+0.77%
6 Months
+5.11%
YTD
+2.62%
1 Year
+4.80%
3 Years (annualized)
+22.53%
5 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGQX 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)
+2.62%
Peer Avg (YTD)
+6.23%
vs Peers
-3.62%

LFGQX Mutual Fund Performance

LFGQX performance across multiple time periods: 1-month -6.69%, YTD 2.62%, 1-year 4.80%, 3-year 22.53%, 5-year 8.01%.

LFGQX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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