LGCVX Mutual Fund

LGCVX Mutual Fund

NAV$22.18
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Returns Overview

1 Month
+0.09%
3 Months
+1.73%
6 Months
+5.98%
YTD
+7.65%
1 Year
+15.51%
3 Years (annualized)
+17.71%
5 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCVX 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)
+7.65%
Peer Avg (YTD)
+9.42%
vs Peers
-1.77%

LGCVX Mutual Fund Performance

LGCVX performance across multiple time periods: 1-month 0.09%, YTD 7.65%, 1-year 15.51%, 3-year 17.71%, 5-year 10.33%.

LGCVX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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