LGOTX Mutual Fund

NAV$35.84

Returns Overview

1 Month
+4.58%
3 Months
+25.73%
6 Months
+21.79%
YTD
+20.22%
1 Year
+25.88%
3 Years (annualized)
+21.69%
5 Years (annualized)
+6.52%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOTX 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)
+20.22%
Peer Avg (YTD)
+10.82%
vs Peers
+9.40%

LGOTX Mutual Fund Performance

LGOTX performance across multiple time periods: 1-month 4.58%, YTD 20.22%, 1-year 25.88%, 3-year 21.69%, 5-year 6.52%, 10-year 12.91%.

LGOTX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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