LBGAX Mutual Fund

NAV$42.00

Returns Overview

1 Month
-4.91%
3 Months
-0.10%
6 Months
+2.36%
YTD
+1.99%
1 Year
+7.18%
3 Years (annualized)
+12.52%
5 Years (annualized)
+4.67%
10 Years (annualized)
+16.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBGAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+10.82%
vs Peers
-8.82%

LBGAX Mutual Fund Performance

LBGAX performance across multiple time periods: 1-month -4.91%, YTD 1.99%, 1-year 7.18%, 3-year 12.52%, 5-year 4.67%, 10-year 16.45%.

LBGAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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