LGCCS Mutual Fund

Returns Overview

1 Month
+0.09%
3 Months
+16.13%
6 Months
+11.78%
YTD
+11.43%
1 Year
+11.36%
3 Years (annualized)
+15.59%
5 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCCS 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.43%
Peer Avg (YTD)
+8.97%
vs Peers
+2.46%

LGCCS Mutual Fund Performance

LGCCS performance across multiple time periods: 1-month 0.09%, YTD 11.43%, 1-year 11.36%, 3-year 15.59%, 5-year 4.22%.

LGCCS returns outperform the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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