LGCII Mutual Fund

LGCII Mutual Fund

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Returns Overview

1 Month
-1.35%
3 Months
+1.04%
6 Months
+4.67%
YTD
+10.78%
1 Year
+2.38%
3 Years (annualized)
+18.66%
5 Years (annualized)
-3.44%

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)
+10.78%
Peer Avg (YTD)
+5.23%
vs Peers
+5.55%

LGCII Mutual Fund Performance

LGCII performance across multiple time periods: 1-month -1.35%, YTD 10.78%, 1-year 2.38%, 3-year 18.66%, 5-year -3.44%.

LGCII returns outperform the peer average of 5.23% 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.