LFGTX Mutual Fund

LFGTX Mutual Fund

NAV$47.47
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Returns Overview

1 Month
+1.99%
3 Months
-3.28%
6 Months
+13.24%
YTD
+4.97%
1 Year
+6.32%
3 Years (annualized)
+24.47%
5 Years (annualized)
+10.94%

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)
+4.97%
Peer Avg (YTD)
+8.51%
vs Peers
-3.54%

LFGTX Mutual Fund Performance

LFGTX performance across multiple time periods: 1-month 1.99%, YTD 4.97%, 1-year 6.32%, 3-year 24.47%, 5-year 10.94%.

LFGTX returns trail the peer average of 8.51% 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.