LOMGX Mutual Fund

NAV$37.18

Returns Overview

1 Month
+4.57%
3 Months
+25.77%
6 Months
+21.84%
YTD
+20.28%
1 Year
+26.02%
3 Years (annualized)
+21.79%
5 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOMGX 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)
+20.28%
Peer Avg (YTD)
+10.82%
vs Peers
+9.47%

LOMGX Mutual Fund Performance

LOMGX performance across multiple time periods: 1-month 4.57%, YTD 20.28%, 1-year 26.02%, 3-year 21.79%, 5-year 9.37%.

LOMGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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