LGWCX Mutual Fund

LGWCX Mutual Fund

NAV$19.10
See how much of LGWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.89%
3 Months
+2.95%
6 Months
+6.37%
YTD
+8.14%
1 Year
+15.16%
3 Years (annualized)
+12.15%
5 Years (annualized)
+6.41%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGWCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+6.57%
vs Peers
+1.57%

LGWCX Mutual Fund Performance

LGWCX performance across multiple time periods: 1-month -0.89%, YTD 8.14%, 1-year 15.16%, 3-year 12.15%, 5-year 6.41%, 10-year 8.34%.

LGWCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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