LGCYX Mutual Fund

NAV$22.52

Returns Overview

1 Month
-0.87%
3 Months
+12.22%
6 Months
+8.20%
YTD
+7.61%
1 Year
+15.71%
3 Years (annualized)
+19.36%
5 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCYX 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

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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)
+7.61%
Peer Avg (YTD)
+9.13%
vs Peers
-1.52%

LGCYX Mutual Fund Performance

LGCYX performance across multiple time periods: 1-month -0.87%, YTD 7.61%, 1-year 15.71%, 3-year 19.36%, 5-year 10.29%.

LGCYX 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.

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