LGWCX Mutual Fund

NAV$19.21

Returns Overview

1 Month
+0.79%
3 Months
+11.09%
6 Months
+9.68%
YTD
+9.11%
1 Year
+17.58%
3 Years (annualized)
+15.86%
5 Years (annualized)
+8.03%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGWCX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+6.73%
vs Peers
+2.39%

LGWCX Mutual Fund Performance

LGWCX performance across multiple time periods: 1-month 0.79%, YTD 9.11%, 1-year 17.58%, 3-year 15.86%, 5-year 8.03%, 10-year 9.36%.

LGWCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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