LFMGX Mutual Fund

LFMGX Mutual Fund

NAV$27.58
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Returns Overview

1 Month
-5.97%
3 Months
-9.68%
6 Months
-2.99%
YTD
+11.77%
1 Year
+8.65%
3 Years (annualized)
+25.96%
5 Years (annualized)
+2.77%
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)
+11.77%
Peer Avg (YTD)
+12.21%
vs Peers
-0.44%

LFMGX Mutual Fund Performance

LFMGX performance across multiple time periods: 1-month -5.97%, YTD 11.77%, 1-year 8.65%, 3-year 25.96%, 5-year 2.77%, 10-year 17.06%.

LFMGX returns trail the peer average of 12.21% 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.