LGCOX Mutual Fund

NAV$21.38

Returns Overview

1 Month
-1.11%
3 Months
+0.23%
6 Months
+1.81%
YTD
+5.22%
1 Year
+15.82%
3 Years (annualized)
+19.52%
5 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCOX 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
MSCI All Country World Index with Net Dividends
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+9.13%
vs Peers
-3.92%

LGCOX Mutual Fund Performance

LGCOX performance across multiple time periods: 1-month -1.11%, YTD 5.22%, 1-year 15.82%, 3-year 19.52%, 5-year 10.41%.

LGCOX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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