LCGJX Mutual Fund

LCGJX Mutual Fund

NAV$31.70
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Returns Overview

1 Month
+0.96%
3 Months
+3.43%
6 Months
+18.99%
YTD
+4.67%
1 Year
+2.23%
3 Years (annualized)
+16.85%
5 Years (annualized)
+7.79%
10 Years (annualized)
+15.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCGJX 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)
+4.67%
Peer Avg (YTD)
+8.68%
vs Peers
-4.01%

LCGJX Mutual Fund Performance

LCGJX performance across multiple time periods: 1-month 0.96%, YTD 4.67%, 1-year 2.23%, 3-year 16.85%, 5-year 7.79%, 10-year 15.87%.

LCGJX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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