LBGAX Mutual Fund

LBGAX Mutual Fund

NAV$42.12
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Returns Overview

1 Month
-1.50%
3 Months
-6.36%
6 Months
+7.48%
YTD
+0.44%
1 Year
-3.27%
3 Years (annualized)
+10.83%
5 Years (annualized)
+2.10%
10 Years (annualized)
+15.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBGAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+6.72%
vs Peers
-6.29%

LBGAX Mutual Fund Performance

LBGAX performance across multiple time periods: 1-month -1.50%, YTD 0.44%, 1-year -3.27%, 3-year 10.83%, 5-year 2.10%, 10-year 15.17%.

LBGAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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