LFGAX Mutual Fund

LFGAX Mutual Fund

NAV$45.54
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Returns Overview

1 Month
+4.03%
3 Months
-1.00%
6 Months
+21.85%
YTD
+9.03%
1 Year
+5.24%
3 Years (annualized)
+24.16%
5 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGAX 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)
+9.03%
Peer Avg (YTD)
+8.67%
vs Peers
+0.36%

LFGAX Mutual Fund Performance

LFGAX performance across multiple time periods: 1-month 4.03%, YTD 9.03%, 1-year 5.24%, 3-year 24.16%, 5-year 10.68%.

LFGAX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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