LGOFX Mutual Fund

NAV$31.54

Returns Overview

1 Month
+4.55%
3 Months
+25.70%
6 Months
+21.73%
YTD
+20.15%
1 Year
+25.78%
3 Years (annualized)
+21.55%
5 Years (annualized)
+6.40%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+20.15%
Peer Avg (YTD)
+10.82%
vs Peers
+9.33%

LGOFX Mutual Fund Performance

LGOFX performance across multiple time periods: 1-month 4.55%, YTD 20.15%, 1-year 25.78%, 3-year 21.55%, 5-year 6.40%, 10-year 12.79%.

LGOFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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