LGOSX Mutual Fund

LGOSX Mutual Fund

NAV$25.23
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Returns Overview

1 Month
-10.13%
3 Months
-7.06%
6 Months
-9.08%
YTD
-2.11%
1 Year
-8.14%
3 Years (annualized)
+20.22%
5 Years (annualized)
+0.78%
10 Years (annualized)
+10.49%

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
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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)
-2.11%
Peer Avg (YTD)
+8.01%
vs Peers
-10.12%

LGOSX Mutual Fund Performance

LGOSX performance across multiple time periods: 1-month -10.13%, YTD -2.11%, 1-year -8.14%, 3-year 20.22%, 5-year 0.78%, 10-year 10.49%.

LGOSX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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