LSGGX Mutual Fund

NAV$21.79

Returns Overview

1 Month
-6.47%
3 Months
+6.43%
6 Months
-7.50%
YTD
-7.50%
1 Year
-3.52%
3 Years (annualized)
+12.64%
5 Years (annualized)
+6.67%
10 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSGGX 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)
-7.50%
Peer Avg (YTD)
+8.97%
vs Peers
-16.47%

LSGGX Mutual Fund Performance

LSGGX performance across multiple time periods: 1-month -6.47%, YTD -7.50%, 1-year -3.52%, 3-year 12.64%, 5-year 6.67%, 10-year 14.25%.

LSGGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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