LFGVX Mutual Fund

LFGVX Mutual Fund

NAV$44.70
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Returns Overview

1 Month
-6.64%
3 Months
+0.92%
6 Months
+5.41%
YTD
+2.97%
1 Year
+5.41%
3 Years (annualized)
+23.27%
5 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGVX 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
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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)
+2.97%
Peer Avg (YTD)
+6.23%
vs Peers
-3.26%

LFGVX Mutual Fund Performance

LFGVX performance across multiple time periods: 1-month -6.64%, YTD 2.97%, 1-year 5.41%, 3-year 23.27%, 5-year 8.67%.

LFGVX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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