LCGFX Mutual Fund

LCGFX Mutual Fund

NAV$31.68
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Returns Overview

1 Month
+0.93%
3 Months
+3.43%
6 Months
+18.96%
YTD
+4.60%
1 Year
+2.16%
3 Years (annualized)
+16.80%
5 Years (annualized)
+7.76%
10 Years (annualized)
+16.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCGFX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+8.68%
vs Peers
-4.08%

LCGFX Mutual Fund Performance

LCGFX performance across multiple time periods: 1-month 0.93%, YTD 4.60%, 1-year 2.16%, 3-year 16.80%, 5-year 7.76%, 10-year 16.21%.

LCGFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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