LGCII Mutual Fund

LGCII Mutual Fund

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Returns Overview

1 Month
-1.65%
3 Months
+3.59%
6 Months
+8.40%
YTD
+9.64%
1 Year
+11.46%
3 Years (annualized)
+14.97%
5 Years (annualized)
-2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCII 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+6.23%
vs Peers
+3.41%

LGCII Mutual Fund Performance

LGCII performance across multiple time periods: 1-month -1.65%, YTD 9.64%, 1-year 11.46%, 3-year 14.97%, 5-year -2.90%.

LGCII returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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