LSGRX Mutual Fund

LSGRX Mutual Fund

NAV$33.95
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Returns Overview

1 Month
+6.18%
3 Months
+0.30%
6 Months
+7.78%
YTD
+1.35%
1 Year
+5.57%
3 Years (annualized)
+18.59%
5 Years (annualized)
+11.35%
10 Years (annualized)
+15.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSGRX 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)
+1.35%
Peer Avg (YTD)
+8.51%
vs Peers
-7.16%

LSGRX Mutual Fund Performance

LSGRX performance across multiple time periods: 1-month 6.18%, YTD 1.35%, 1-year 5.57%, 3-year 18.59%, 5-year 11.35%, 10-year 15.97%.

LSGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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