LGORX Mutual Fund

NAV$26.96

Returns Overview

1 Month
+4.51%
3 Months
+25.57%
6 Months
+21.47%
YTD
+19.92%
1 Year
+25.27%
3 Years (annualized)
+21.07%
5 Years (annualized)
+9.40%
10 Years (annualized)
+17.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGORX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+19.92%
Peer Avg (YTD)
+10.82%
vs Peers
+9.10%

LGORX Mutual Fund Performance

LGORX performance across multiple time periods: 1-month 4.51%, YTD 19.92%, 1-year 25.27%, 3-year 21.07%, 5-year 9.40%, 10-year 17.90%.

LGORX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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