LFMGX Mutual Fund

LFMGX Mutual Fund

NAV$32.49
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Returns Overview

1 Month
-7.99%
3 Months
+7.40%
6 Months
+22.53%
YTD
+24.76%
1 Year
+43.92%
3 Years (annualized)
+18.02%
5 Years (annualized)
+5.30%
10 Years (annualized)
+17.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFMGX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+24.76%
Peer Avg (YTD)
+15.31%
vs Peers
+9.45%

LFMGX Mutual Fund Performance

LFMGX performance across multiple time periods: 1-month -7.99%, YTD 24.76%, 1-year 43.92%, 3-year 18.02%, 5-year 5.30%, 10-year 17.06%.

LFMGX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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