LGRRX Mutual Fund

NAV$29.25

Returns Overview

1 Month
-6.76%
3 Months
+6.57%
6 Months
-5.87%
YTD
-5.87%
1 Year
+0.50%
3 Years (annualized)
+14.09%
5 Years (annualized)
+9.03%
10 Years (annualized)
+15.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-5.87%
Peer Avg (YTD)
+8.97%
vs Peers
-14.84%

LGRRX Mutual Fund Performance

LGRRX performance across multiple time periods: 1-month -6.76%, YTD -5.87%, 1-year 0.50%, 3-year 14.09%, 5-year 9.03%, 10-year 15.39%.

LGRRX returns trail the peer average of 8.97% 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.