LFGVX Mutual Fund

LFGVX Mutual Fund

NAV$47.83
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Returns Overview

1 Month
+2.00%
3 Months
-3.28%
6 Months
+13.27%
YTD
+5.03%
1 Year
+6.40%
3 Years (annualized)
+24.61%
5 Years (annualized)
+8.31%

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
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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)
+5.03%
Peer Avg (YTD)
+8.51%
vs Peers
-3.48%

LFGVX Mutual Fund Performance

LFGVX performance across multiple time periods: 1-month 2.00%, YTD 5.03%, 1-year 6.40%, 3-year 24.61%, 5-year 8.31%.

LFGVX returns trail the peer average of 8.51% 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.