LBGCX Mutual Fund

NAV$35.38

Returns Overview

1 Month
-4.99%
3 Months
-0.31%
6 Months
+1.96%
YTD
+1.55%
1 Year
+6.39%
3 Years (annualized)
+11.71%
5 Years (annualized)
+4.03%
10 Years (annualized)
+15.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBGCX 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)
+1.55%
Peer Avg (YTD)
+10.82%
vs Peers
-9.27%

LBGCX Mutual Fund Performance

LBGCX performance across multiple time periods: 1-month -4.99%, YTD 1.55%, 1-year 6.39%, 3-year 11.71%, 5-year 4.03%, 10-year 15.94%.

LBGCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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