LGCAX Mutual Fund

LGCAX Mutual Fund

NAV$22.40
See how much of LGCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.49%
3 Months
+1.60%
6 Months
+8.70%
YTD
+10.15%
1 Year
+14.79%
3 Years (annualized)
+19.51%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+10.15%
Peer Avg (YTD)
+10.17%
vs Peers
-0.02%

LGCAX Mutual Fund Performance

LGCAX performance across multiple time periods: 1-month 2.49%, YTD 10.15%, 1-year 14.79%, 3-year 19.51%, 5-year 10.05%.

LGCAX returns trail the peer average of 10.17% 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.