LBGCX Mutual Fund

LBGCX Mutual Fund

NAV$35.44
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Returns Overview

1 Month
-1.56%
3 Months
-6.55%
6 Months
+7.04%
YTD
-0.11%
1 Year
-4.01%
3 Years (annualized)
+10.02%
5 Years (annualized)
+0.51%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBGCX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+6.72%
vs Peers
-6.84%

LBGCX Mutual Fund Performance

LBGCX performance across multiple time periods: 1-month -1.56%, YTD -0.11%, 1-year -4.01%, 3-year 10.02%, 5-year 0.51%, 10-year 10.18%.

LBGCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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