LGCOX Mutual Fund

LGCOX Mutual Fund

NAV$21.51
See how much of LGCOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.03%
3 Months
-0.82%
6 Months
+0.88%
YTD
+6.79%
1 Year
+8.10%
3 Years (annualized)
+21.27%
5 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCOX 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
MSCI All Country World Index with Net Dividends
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+8.05%
vs Peers
-1.26%

LGCOX Mutual Fund Performance

LGCOX performance across multiple time periods: 1-month -2.03%, YTD 6.79%, 1-year 8.10%, 3-year 21.27%, 5-year 9.45%.

LGCOX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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