LGCAX Mutual Fund

LGCAX Mutual Fund

NAV$21.35
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Returns Overview

1 Month
-2.05%
3 Months
-0.92%
6 Months
+0.70%
YTD
+6.49%
1 Year
+7.71%
3 Years (annualized)
+20.81%
5 Years (annualized)
+9.09%

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)
+6.49%
Peer Avg (YTD)
+8.05%
vs Peers
-1.57%

LGCAX Mutual Fund Performance

LGCAX performance across multiple time periods: 1-month -2.05%, YTD 6.49%, 1-year 7.71%, 3-year 20.81%, 5-year 9.09%.

LGCAX returns trail the peer average of 8.05% 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.