LGOQX Mutual Fund

NAV$25.83

Returns Overview

1 Month
+4.54%
3 Months
+25.57%
6 Months
+21.43%
YTD
+19.87%
1 Year
+25.15%
3 Years (annualized)
+20.95%
5 Years (annualized)
+5.87%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOQX 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
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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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+19.87%
Peer Avg (YTD)
+10.82%
vs Peers
+9.05%

LGOQX Mutual Fund Performance

LGOQX performance across multiple time periods: 1-month 4.54%, YTD 19.87%, 1-year 25.15%, 3-year 20.95%, 5-year 5.87%, 10-year 12.23%.

LGOQX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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