LFGSX Mutual Fund

LFGSX Mutual Fund

NAV$46.50
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Returns Overview

1 Month
+1.99%
3 Months
-3.34%
6 Months
+13.11%
YTD
+4.80%
1 Year
+6.05%
3 Years (annualized)
+24.16%
5 Years (annualized)
+7.93%

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
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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)
+4.80%
Peer Avg (YTD)
+8.51%
vs Peers
-3.71%

LFGSX Mutual Fund Performance

LFGSX performance across multiple time periods: 1-month 1.99%, YTD 4.80%, 1-year 6.05%, 3-year 24.16%, 5-year 7.93%.

LFGSX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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