LGOTX Mutual Fund

LGOTX Mutual Fund

NAV$37.32
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Returns Overview

1 Month
+0.56%
3 Months
-7.73%
6 Months
+5.66%
YTD
+7.45%
1 Year
+4.87%
3 Years (annualized)
+17.92%
5 Years (annualized)
+2.82%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOTX 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)
+7.45%
Peer Avg (YTD)
+9.89%
vs Peers
-2.44%

LGOTX Mutual Fund Performance

LGOTX performance across multiple time periods: 1-month 0.56%, YTD 7.45%, 1-year 4.87%, 3-year 17.92%, 5-year 2.82%, 10-year 11.17%.

LGOTX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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