LGIII Mutual Fund

LGIII Mutual Fund

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Returns Overview

1 Month
-11.31%
3 Months
-5.16%
6 Months
-0.67%
YTD
-0.76%
1 Year
-12.13%
3 Years (annualized)
+8.92%
5 Years (annualized)
-1.19%

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
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📉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)
-0.76%
Peer Avg (YTD)
+6.23%
vs Peers
-7.00%

LGIII Mutual Fund Performance

LGIII performance across multiple time periods: 1-month -11.31%, YTD -0.76%, 1-year -12.13%, 3-year 8.92%, 5-year -1.19%.

LGIII returns trail the peer average of 6.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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