LOMGX Mutual Fund

LOMGX Mutual Fund

NAV$37.30
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Returns Overview

1 Month
-12.25%
3 Months
-2.05%
6 Months
+5.92%
YTD
+6.92%
1 Year
+7.95%
3 Years (annualized)
+15.80%
5 Years (annualized)
+3.36%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOMGX 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)
+6.92%
Peer Avg (YTD)
+9.54%
vs Peers
-2.62%

LOMGX Mutual Fund Performance

LOMGX performance across multiple time periods: 1-month -12.25%, YTD 6.92%, 1-year 7.95%, 3-year 15.80%, 5-year 3.36%, 10-year 11.04%.

LOMGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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