LGCYX Mutual Fund

LGCYX Mutual Fund

NAV$22.09
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Returns Overview

1 Month
+2.48%
3 Months
+1.64%
6 Months
+8.82%
YTD
+10.33%
1 Year
+15.06%
3 Years (annualized)
+19.80%
5 Years (annualized)
+10.30%

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
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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)
+10.33%
Peer Avg (YTD)
+10.17%
vs Peers
+0.16%

LGCYX Mutual Fund Performance

LGCYX performance across multiple time periods: 1-month 2.48%, YTD 10.33%, 1-year 15.06%, 3-year 19.80%, 5-year 10.30%.

LGCYX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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