LGORX Mutual Fund

LGORX Mutual Fund

NAV$23.38
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Returns Overview

1 Month
-10.15%
3 Months
-7.12%
6 Months
-9.15%
YTD
-2.31%
1 Year
-8.35%
3 Years (annualized)
+19.92%
5 Years (annualized)
+0.53%
10 Years (annualized)
+10.22%

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)
-2.31%
Peer Avg (YTD)
+8.01%
vs Peers
-10.32%

LGORX Mutual Fund Performance

LGORX performance across multiple time periods: 1-month -10.15%, YTD -2.31%, 1-year -8.35%, 3-year 19.92%, 5-year 0.53%, 10-year 10.22%.

LGORX returns trail the peer average of 8.01% 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.