LSGRX Mutual Fund

NAV$33.31

Returns Overview

1 Month
-6.70%
3 Months
+6.68%
6 Months
-5.72%
YTD
-5.72%
1 Year
+0.77%
3 Years (annualized)
+16.93%
5 Years (annualized)
+14.72%
10 Years (annualized)
+18.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-5.72%
Peer Avg (YTD)
+8.97%
vs Peers
-14.69%

LSGRX Mutual Fund Performance

LSGRX performance across multiple time periods: 1-month -6.70%, YTD -5.72%, 1-year 0.77%, 3-year 16.93%, 5-year 14.72%, 10-year 18.00%.

LSGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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