LCGFX Mutual Fund

NAV$31.62

Returns Overview

1 Month
-4.56%
3 Months
+15.02%
6 Months
+0.66%
YTD
+1.13%
1 Year
+6.22%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.49%
10 Years (annualized)
+16.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCGFX 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)
+1.13%
Peer Avg (YTD)
+8.97%
vs Peers
-7.84%

LCGFX Mutual Fund Performance

LCGFX performance across multiple time periods: 1-month -4.56%, YTD 1.13%, 1-year 6.22%, 3-year 16.71%, 5-year 9.49%, 10-year 16.91%.

LCGFX 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.

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