LFGTX Mutual Fund

LFGTX Mutual Fund

NAV$44.37
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Returns Overview

1 Month
-6.65%
3 Months
+0.90%
6 Months
+5.38%
YTD
+2.92%
1 Year
+5.33%
3 Years (annualized)
+23.13%
5 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

LFGTX Mutual Fund Performance

LFGTX performance across multiple time periods: 1-month -6.65%, YTD 2.92%, 1-year 5.33%, 3-year 23.13%, 5-year 8.55%.

LFGTX 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.

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