LFMGX Mutual Fund

NAV$29.50

Returns Overview

1 Month
-6.05%
3 Months
+6.65%
6 Months
+14.70%
YTD
+20.95%
1 Year
+58.07%
3 Years (annualized)
+22.67%
5 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFMGX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+20.95%
Peer Avg (YTD)
+18.52%
vs Peers
+2.43%

LFMGX Mutual Fund Performance

LFMGX performance across multiple time periods: 1-month -6.05%, YTD 20.95%, 1-year 58.07%, 3-year 22.67%, 5-year 5.89%.

LFMGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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