LGCCI Mutual Fund

Returns Overview

1 Month
+0.22%
3 Months
+16.38%
6 Months
+11.93%
YTD
+11.61%
1 Year
+12.02%
3 Years (annualized)
+16.79%
5 Years (annualized)
-2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCCI 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+8.97%
vs Peers
+2.64%

LGCCI Mutual Fund Performance

LGCCI performance across multiple time periods: 1-month 0.22%, YTD 11.61%, 1-year 12.02%, 3-year 16.79%, 5-year -2.62%.

LGCCI returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

LGCCI performance comparison shows side-by-side returns with another fund. LGCCI alternatives are available in the Mutual Fund Screener.