LGCAX Mutual Fund

LGCAX Mutual Fund

NAV$22.36
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Returns Overview

1 Month
+0.05%
3 Months
+1.64%
6 Months
+5.85%
YTD
+7.48%
1 Year
+15.19%
3 Years (annualized)
+17.41%
5 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCAX 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
MSCI All Country World Index with Net Dividends
This Mutual Fund (YTD)
+7.48%
Peer Avg (YTD)
+9.42%
vs Peers
-1.94%

LGCAX Mutual Fund Performance

LGCAX performance across multiple time periods: 1-month 0.05%, YTD 7.48%, 1-year 15.19%, 3-year 17.41%, 5-year 10.05%.

LGCAX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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