LSGRX Mutual Fund

LSGRX Mutual Fund

NAV$32.92
See how much of LSGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.25%
3 Months
-1.52%
6 Months
-3.21%
YTD
-4.55%
1 Year
+0.25%
3 Years (annualized)
+15.63%
5 Years (annualized)
+10.56%
10 Years (annualized)
+15.40%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-4.55%
Peer Avg (YTD)
+6.23%
vs Peers
-10.78%

LSGRX Mutual Fund Performance

LSGRX performance across multiple time periods: 1-month 1.25%, YTD -4.55%, 1-year 0.25%, 3-year 15.63%, 5-year 10.56%, 10-year 15.40%.

LSGRX returns trail the peer average of 6.23% 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.