LFGVX Mutual Fund

NAV$45.44

Returns Overview

1 Month
+1.57%
3 Months
+23.18%
6 Months
+10.27%
YTD
+10.29%
1 Year
+16.42%
3 Years (annualized)
+27.65%
5 Years (annualized)
+13.53%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+8.97%
vs Peers
+1.32%

LFGVX Mutual Fund Performance

LFGVX performance across multiple time periods: 1-month 1.57%, YTD 10.29%, 1-year 16.42%, 3-year 27.65%, 5-year 13.53%.

LFGVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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