LSGRX Mutual Fund

LSGRX Mutual Fund

NAV$32.30
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Returns Overview

1 Month
-1.15%
3 Months
+3.12%
6 Months
+1.55%
YTD
-1.57%
1 Year
-3.12%
3 Years (annualized)
+21.25%
5 Years (annualized)
+10.93%
10 Years (annualized)
+15.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSGRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-1.57%
Peer Avg (YTD)
+4.64%
vs Peers
-6.21%

LSGRX Mutual Fund Performance

LSGRX performance across multiple time periods: 1-month -1.15%, YTD -1.57%, 1-year -3.12%, 3-year 21.25%, 5-year 10.93%, 10-year 15.88%.

LSGRX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

LSGRX vs another fund shows side-by-side returns. LSGRX alternatives are available in the Mutual Fund Screener.