LGSCX Mutual Fund

LGSCX Mutual Fund

NAV$16.70
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Returns Overview

1 Month
+5.50%
3 Months
+20.12%
6 Months
+21.07%
YTD
+19.95%
1 Year
+50.86%
3 Years (annualized)
+23.88%
5 Years (annualized)
+11.52%
10 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGSCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.95%
Peer Avg (YTD)
+18.52%
vs Peers
+1.42%

LGSCX Mutual Fund Performance

LGSCX performance across multiple time periods: 1-month 5.50%, YTD 19.95%, 1-year 50.86%, 3-year 23.88%, 5-year 11.52%, 10-year 12.33%.

LGSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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