LFGSX Mutual Fund

NAV$44.20

Returns Overview

1 Month
+1.55%
3 Months
+23.07%
6 Months
+10.08%
YTD
+10.11%
1 Year
+16.04%
3 Years (annualized)
+27.17%
5 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGSX 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)
+10.11%
Peer Avg (YTD)
+8.97%
vs Peers
+1.13%

LFGSX Mutual Fund Performance

LFGSX performance across multiple time periods: 1-month 1.55%, YTD 10.11%, 1-year 16.04%, 3-year 27.17%, 5-year 13.15%.

LFGSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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