LGOSX Mutual Fund

NAV$29.14

Returns Overview

1 Month
+4.54%
3 Months
+25.68%
6 Months
+21.63%
YTD
+20.10%
1 Year
+25.58%
3 Years (annualized)
+21.37%
5 Years (annualized)
+9.52%
10 Years (annualized)
+17.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+20.10%
Peer Avg (YTD)
+10.82%
vs Peers
+9.28%

LGOSX Mutual Fund Performance

LGOSX performance across multiple time periods: 1-month 4.54%, YTD 20.10%, 1-year 25.58%, 3-year 21.37%, 5-year 9.52%, 10-year 17.99%.

LGOSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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