LSCGX Mutual Fund

NAV$19.62

Returns Overview

1 Month
-6.57%
3 Months
+6.11%
6 Months
-7.99%
YTD
-7.99%
1 Year
-4.51%
3 Years (annualized)
+11.49%
5 Years (annualized)
+7.21%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSCGX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
-7.99%
Peer Avg (YTD)
+8.97%
vs Peers
-16.96%

LSCGX Mutual Fund Performance

LSCGX performance across multiple time periods: 1-month -6.57%, YTD -7.99%, 1-year -4.51%, 3-year 11.49%, 5-year 7.21%, 10-year 15.28%.

LSCGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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