LGRRX Mutual Fund

NAV$26.74

Returns Overview

1 Month
-1.43%
3 Months
-3.01%
6 Months
+3.42%
YTD
-1.43%
1 Year
+8.59%
3 Years
+23.44%
5 Years
+13.36%
10 Years
+16.86%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LGRRX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+0.87%
vs Peers
-2.29%

LGRRX Mutual Fund Performance

LGRRX performance across multiple time periods: 1-month -1.43%, YTD -1.43%, 1-year 8.59%, 3-year 23.44%, 5-year 13.36%, 10-year 16.86%.

LGRRX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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