LGCVX Mutual Fund

LGCVX Mutual Fund

NAV$22.62
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.91%
3 Months
+12.21%
6 Months
+8.14%
YTD
+7.56%
1 Year
+15.65%
3 Years (annualized)
+19.33%
5 Years (annualized)
+10.29%

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
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)
+7.56%
Peer Avg (YTD)
+9.13%
vs Peers
-1.58%

LGCVX Mutual Fund Performance

LGCVX performance across multiple time periods: 1-month -0.91%, YTD 7.56%, 1-year 15.65%, 3-year 19.33%, 5-year 10.29%.

LGCVX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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