LGRRX Mutual Fund

LGRRX Mutual Fund

NAV$29.54
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Returns Overview

1 Month
+1.23%
3 Months
-1.61%
6 Months
-3.34%
YTD
-4.72%
1 Year
-0.03%
3 Years (annualized)
+15.34%
5 Years (annualized)
+10.29%
10 Years (annualized)
+14.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGRRX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-4.72%
Peer Avg (YTD)
+6.23%
vs Peers
-10.95%

LGRRX Mutual Fund Performance

LGRRX performance across multiple time periods: 1-month 1.23%, YTD -4.72%, 1-year -0.03%, 3-year 15.34%, 5-year 10.29%, 10-year 14.85%.

LGRRX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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