LGORX Mutual Fund

LGORX Mutual Fund

NAV$27.79
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Returns Overview

1 Month
+0.53%
3 Months
-7.85%
6 Months
+5.44%
YTD
+7.10%
1 Year
+4.40%
3 Years (annualized)
+17.32%
5 Years (annualized)
+2.30%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGORX 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)
+7.10%
Peer Avg (YTD)
+9.89%
vs Peers
-2.79%

LGORX Mutual Fund Performance

LGORX performance across multiple time periods: 1-month 0.53%, YTD 7.10%, 1-year 4.40%, 3-year 17.32%, 5-year 2.30%, 10-year 10.61%.

LGORX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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