LFGTX Mutual Fund

NAV$45.10

Returns Overview

1 Month
+1.58%
3 Months
+23.16%
6 Months
+10.22%
YTD
+10.25%
1 Year
+16.33%
3 Years (annualized)
+27.49%
5 Years (annualized)
+13.42%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+8.97%
vs Peers
+1.28%

LFGTX Mutual Fund Performance

LFGTX performance across multiple time periods: 1-month 1.58%, YTD 10.25%, 1-year 16.33%, 3-year 27.49%, 5-year 13.42%.

LFGTX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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