LGCRX Mutual Fund

LGCRX Mutual Fund

NAV$22.22
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Returns Overview

1 Month
+0.05%
3 Months
+1.56%
6 Months
+5.75%
YTD
+7.33%
1 Year
+14.92%
3 Years (annualized)
+17.13%
5 Years (annualized)
+9.80%

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)
+7.33%
Peer Avg (YTD)
+9.42%
vs Peers
-2.09%

LGCRX Mutual Fund Performance

LGCRX performance across multiple time periods: 1-month 0.05%, YTD 7.33%, 1-year 14.92%, 3-year 17.13%, 5-year 9.80%.

LGCRX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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