LGCSX Mutual Fund

NAV$22.71
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Returns Overview

1 Month
-0.91%
3 Months
+12.15%
6 Months
+8.05%
YTD
+7.47%
1 Year
+15.37%
3 Years (annualized)
+19.07%
5 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCSX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index with Net Dividends
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+9.13%
vs Peers
-1.67%

LGCSX Mutual Fund Performance

LGCSX performance across multiple time periods: 1-month -0.91%, YTD 7.47%, 1-year 15.37%, 3-year 19.07%, 5-year 10.02%.

LGCSX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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