LGCRX Mutual Fund

LGCRX Mutual Fund

NAV$22.30
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Returns Overview

1 Month
-0.97%
3 Months
+12.03%
6 Months
+7.87%
YTD
+7.28%
1 Year
+15.05%
3 Years (annualized)
+18.76%
5 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCRX 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
MSCI All Country World Index with Net Dividends
This Mutual Fund (YTD)
+7.28%
Peer Avg (YTD)
+9.13%
vs Peers
-1.85%

LGCRX Mutual Fund Performance

LGCRX performance across multiple time periods: 1-month -0.97%, YTD 7.28%, 1-year 15.05%, 3-year 18.76%, 5-year 9.76%.

LGCRX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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