LGOQX Mutual Fund

LGOQX Mutual Fund

NAV$25.36
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Returns Overview

1 Month
-12.34%
3 Months
-2.25%
6 Months
+5.52%
YTD
+6.46%
1 Year
+7.14%
3 Years (annualized)
+15.00%
5 Years (annualized)
+2.65%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOQX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+9.54%
vs Peers
-3.08%

LGOQX Mutual Fund Performance

LGOQX performance across multiple time periods: 1-month -12.34%, YTD 6.46%, 1-year 7.14%, 3-year 15.00%, 5-year 2.65%, 10-year 10.32%.

LGOQX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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