LGIII Mutual Fund

LGIII Mutual Fund

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Returns Overview

1 Month
-2.25%
3 Months
+23.82%
6 Months
+12.21%
YTD
+11.89%
1 Year
-2.13%
3 Years (annualized)
+14.16%
5 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGIII 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.89%
Peer Avg (YTD)
+8.97%
vs Peers
+2.91%

LGIII Mutual Fund Performance

LGIII performance across multiple time periods: 1-month -2.25%, YTD 11.89%, 1-year -2.13%, 3-year 14.16%, 5-year 1.17%.

LGIII returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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