LCGNX Mutual Fund

NAV$28.94

Returns Overview

1 Month
-4.60%
3 Months
+14.95%
6 Months
+0.54%
YTD
+1.02%
1 Year
+5.95%
3 Years (annualized)
+16.43%
5 Years (annualized)
+9.43%
10 Years (annualized)
+16.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCGNX 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)
+1.02%
Peer Avg (YTD)
+8.97%
vs Peers
-7.95%

LCGNX Mutual Fund Performance

LCGNX performance across multiple time periods: 1-month -4.60%, YTD 1.02%, 1-year 5.95%, 3-year 16.43%, 5-year 9.43%, 10-year 16.66%.

LCGNX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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